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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,926 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,175 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3113285 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | 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 | $119,590 | $53,128+125.1% | $86,582+38.1% | $70,126+70.5% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+25.0pp | 69.5%+29.0pp |
| Annual return | 20.91% | 27.66%-6.8pp | 965.08%-944.2pp | 73.15%-52.2pp |
| Employer contribution / active EE | $4,778 | $2,068+131.1% | $2,839+68.3% | $2,343+104.0% |
| Participant deferral / active EE | $7,628 | $2,695+183.0% | $3,609+111.4% | $3,332+128.9% |
| Admin fee / account holder | $29 | $3,584-99.2% | $4,904-99.4% | $4,645-99.4% |