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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,230 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $11,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,522 | $58,879-55.0% | $178,490-85.1% | $73,488-63.9% |
| Participation rate | 57.8% | 66.2%-8.4pp | 81.9%-24.1pp | 70.7%-12.9pp |
| Annual return | 12.28% | 24.86%-12.6pp | 151.07%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,044 | $2,236-53.3% | $5,011-79.2% | $2,270-54.0% |
| Participant deferral / active EE | $1,093 | $2,567-57.4% | $5,202-79.0% | $3,740-70.8% |
| Admin fee / account holder | $182 | $400-54.6% | $13,984-98.7% | $513-64.6% |