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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $14,709 |
Service code 49 · EIN 04-1590850 | Other Services | $10,953 |
AB FUNDS2 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,252 | $61,166-44.0% | $185,849-81.6% | $79,391-56.9% |
| Participation rate | 94.6% | 66.6%+28.0pp | 81.7%+12.9pp | 70.7%+23.9pp |
| Annual return | 14.24% | 19.45%-5.2pp | 122.10%-107.9pp | 116.88%-102.6pp |
| Employer contribution / active EE | $1,544 | $2,321-33.5% | $5,169-70.1% | $2,428-36.4% |
| Participant deferral / active EE | $1,567 | $2,789-43.8% | $5,569-71.9% | $4,046-61.3% |
| Admin fee / account holder | $45 | $710-93.7% | $16,244-99.7% | $627-92.9% |