Filed September 28, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY & CO INCORPORATED Service code 16 · EIN 26-4310632 | Consulting | $45,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,350 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,379 |
Filed as: FIDELITY INVESTMENTS INS OPS CO INC Service code 60 | Sub-TA 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 | $134,914 | $144,389-6.6% | $90,782+48.6% | $75,289+79.2% |
| Participation rate | 95.0% | 92.2%+2.9pp | 82.7%+12.4pp | 72.4%+22.6pp |
| Annual return | 339.75% | 0.91%+338.8pp | -3.42%+343.2pp | -0.04%+339.8pp |
| Employer contribution / active EE | $3,962 | $4,529-12.5% | $4,105-3.5% | $2,405+64.7% |
| Participant deferral / active EE | $6,484 | $7,882-17.7% | $5,366+20.8% | $3,739+73.4% |
| Admin fee / account holder | $37 | $102-64.3% | $5,908-99.4% | $102-64.3% |