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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $815 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 04-3219179 | Indirect Investment 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 | $207,496 | $74,706+177.8% | $75,714+174.1% | $79,391+161.4% |
| Participation rate | 98.2% | 75.3%+22.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 28.42% | 18.52%+9.9pp | 104.62%-76.2pp | 116.88%-88.5pp |
| Employer contribution / active EE | $4,854 | $2,590+87.4% | $2,744+76.9% | $2,428+99.9% |
| Participant deferral / active EE | $5,694 | $3,533+61.1% | $3,820+49.0% | $4,046+40.7% |
| Admin fee / account holder | $5 | $374-98.8% | $3,619-99.9% | $627-99.3% |