Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $5,965 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,734 | $36,916+254.1% | $156,551-16.5% | $57,658+126.7% |
| Participation rate | 86.5% | 63.4%+23.1pp | 84.0%+2.5pp | 70.2%+16.3pp |
| Annual return | 7.42% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $4,454 | $1,571+183.6% | $5,501-19.0% | $1,974+125.6% |
| Participant deferral / active EE | $3,331 | $1,926+73.0% | $4,871-31.6% | $3,061+8.9% |
| Admin fee / account holder | $9 | $82-89.6% | $13,028-99.9% | $95-90.9% |