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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 28 · EIN 13-3637899 | Investment Management | $31,915 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 04-6948485 | Investment Management | $24,349 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 23.34% | 9.93%+13.4pp | 9.78%+13.6pp | 9.30%+14.0pp |
| Employer contribution / active EE | $163,516 | $49,425+230.8% | $46,889+248.7% | $43,750+273.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |