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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,200 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $975 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 04-3219179 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $167,849 | $60,795+176.1% | $69,483+141.6% | $65,186+157.5% |
| Participation rate | 96.4% | 74.9%+21.6pp | 74.6%+21.8pp | 70.2%+26.2pp |
| Annual return | 5.48% | 17.46%-12.0pp | 28.99%-23.5pp | 29.39%-23.9pp |
| Employer contribution / active EE | $4,518 | $2,452+84.2% | $2,780+62.5% | $2,177+107.5% |
| Participant deferral / active EE | $5,272 | $3,162+66.7% | $3,537+49.1% | $3,514+50.0% |
| Admin fee / account holder | $12 | $314-96.3% | $3,841-99.7% | $847-98.6% |