Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 82-2405817 | Investment Management | $277,356 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $170,884 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER C. BARKSDALE & ASSOC., INC. Service code 28 · EIN 62-1217255 | Investment Management | $99,721 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 10.23% | 10.90%-0.7pp | 8.29%+1.9pp | 13.24%-3.0pp |
| Employer contribution / active EE | $19,900 | $14,619+36.1% | $40,774-51.2% | $14,616+36.1% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |