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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $84,869 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $55,498 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3390852 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3200027 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2974999 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,195 | $81,537-47.0% | $149,718-71.1% | $69,631-38.0% |
| Participation rate | 81.6% | 86.1%-4.5pp | 87.1%-5.4pp | 70.7%+11.0pp |
| Annual return | 18.57% | 22.79%-4.2pp | 1501.63%-1483.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,549 | $3,239-52.2% | $5,445-71.5% | $2,032-23.8% |
| Participant deferral / active EE | $4,766 | $4,994-4.6% | $6,569-27.4% | $3,224+47.9% |
| Admin fee / account holder | $141 | $107+31.5% | $11,283-98.8% | $110+27.2% |