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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS, I Service code 27 · EIN 20-8764829 | Advisory (Plan) | $11,826 |
Service code 49 · EIN 04-1590850 | Other Services | $8,317 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,968 | $52,967-47.2% | $172,753-83.8% | $65,186-57.1% |
| Participation rate | 92.6% | 66.2%+26.4pp | 82.6%+9.9pp | 70.2%+22.4pp |
| Annual return | 5.50% | 30.12%-24.6pp | 803.00%-797.5pp | 29.39%-23.9pp |
| Employer contribution / active EE | $1,226 | $2,190-44.0% | $5,144-76.2% | $2,177-43.7% |
| Participant deferral / active EE | $1,271 | $2,471-48.6% | $5,198-75.5% | $3,514-63.8% |
| Admin fee / account holder | $32 | $472-93.2% | $13,956-99.8% | $847-96.2% |