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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,606 |
Service code 49 · EIN 04-1590850 | Other Services | $5,738 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | 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 | $29,970 | $58,895-49.1% | $178,503-83.2% | $73,497-59.2% |
| Participation rate | 92.0% | 66.2%+25.8pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 3.57% | 24.86%-21.3pp | 151.12%-147.5pp | 28.51%-24.9pp |
| Employer contribution / active EE | $1,348 | $2,236-39.7% | $5,011-73.1% | $2,270-40.6% |
| Participant deferral / active EE | $1,378 | $2,567-46.3% | $5,202-73.5% | $3,740-63.1% |
| Admin fee / account holder | $22 | $400-94.5% | $13,987-99.8% | $513-95.7% |