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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $101,203 |
Service code 49 · EIN 04-1590850 | Other Services | $8,238 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 |
PIONEER2 years Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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 | $79,133 | $65,118+21.5% | $76,766+3.1% | $55,725+42.0% |
| Participation rate | 74.3% | 79.6%-5.3pp | 77.0%-2.6pp | 70.9%+3.5pp |
| Annual return | -1.83% | -1.27%-0.6pp | 2.43%-4.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $2,687 | $1,941+38.4% | $2,485+8.1% | $2,078+29.3% |
| Participant deferral / active EE | $7,612 | $3,688+106.4% | $3,851+97.6% | $3,356+126.9% |
| Admin fee / account holder | $16 | $116-86.0% | $6,675-99.8% | $115-85.9% |