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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY AND CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $9,678 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,635 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
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 | $28,465 | $47,977-40.7% | $154,108-81.5% | $56,289-49.4% |
| Participation rate | 92.5% | 66.2%+26.4pp | 83.0%+9.5pp | 69.9%+22.7pp |
| Annual return | 5.72% | 3.54%+2.2pp | 735.21%-729.5pp | -9.96%+15.7pp |
| Employer contribution / active EE | $1,271 | $2,169-41.4% | $5,298-76.0% | $2,111-39.8% |
| Participant deferral / active EE | $1,403 | $2,392-41.3% | $5,081-72.4% | $3,350-58.1% |
| Admin fee / account holder | $29 | $438-93.5% | $13,411-99.8% | $521-94.5% |