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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,500 |
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,892 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $625 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $522 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,420 | $68,408+52.6% | $57,196+82.6% | $57,658+81.1% |
| Participation rate | 94.4% | 79.1%+15.3pp | 75.3%+19.1pp | 70.2%+24.2pp |
| Annual return | 0.86% | 8.51%-7.6pp | 14.59%-13.7pp | 5.13%-4.3pp |
| Employer contribution / active EE | $3,190 | $2,869+11.2% | $2,683+18.9% | $1,974+61.6% |
| Participant deferral / active EE | $3,646 | $2,903+25.6% | $3,096+17.8% | $3,061+19.1% |
| Admin fee / account holder | $16 | $70-77.2% | $3,141-99.5% | $95-83.2% |