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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,480 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $15,975 |
AB FUNDS3 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,760 | $65,125-52.8% | $143,797-78.6% | $66,949-54.1% |
| Participation rate | 90.8% | 65.2%+25.6pp | 80.3%+10.5pp | 69.8%+21.0pp |
| Annual return | -7.86% | -11.13%+3.3pp | -0.04%-7.8pp | 1.57%-9.4pp |
| Employer contribution / active EE | $1,682 | $2,362-28.8% | $4,952-66.0% | $2,545-33.9% |
| Participant deferral / active EE | $1,955 | $2,920-33.1% | $5,638-65.3% | $4,239-53.9% |
| Admin fee / account holder | $105 | $503-79.1% | $14,679-99.3% | $594-82.3% |