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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,414 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,625 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $75 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,437 | $49,177+114.4% | $79,467+32.7% | $64,173+64.3% |
| Participation rate | 15.9% | 65.0%-49.2pp | 73.3%-57.5pp | 69.6%-53.7pp |
| Annual return | -1.52% | -1.16%-0.4pp | 718.30%-719.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $5,100 | $2,076+145.6% | $2,800+82.1% | $2,381+114.2% |
| Participant deferral / active EE | $7,635 | $2,821+170.6% | $3,704+106.1% | $3,470+120.1% |
| Admin fee / account holder | $35 | $3,839-99.1% | $5,104-99.3% | $4,887-99.3% |