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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) | $83,557 |
Service code 49 · EIN 04-1590850 | Other Services | $5,947 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | 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 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | 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 | $108,014 | $79,519+35.8% | $95,956+12.6% | $73,412+47.1% |
| Participation rate | 84.4% | 81.2%+3.2pp | 77.1%+7.3pp | 72.2%+12.2pp |
| Annual return | 20.79% | 19.20%+1.6pp | 91.63%-70.8pp | 59.30%-38.5pp |
| Employer contribution / active EE | $3,216 | $2,048+57.1% | $2,541+26.6% | $2,234+44.0% |
| Participant deferral / active EE | $9,319 | $4,138+125.2% | $4,167+123.7% | $3,806+144.9% |
| Admin fee / account holder | $9 | $184-95.3% | $6,797-99.9% | $158-94.5% |