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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,410 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,783 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | 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 | $127,885 | $54,757+133.5% | $90,304+41.6% | $72,975+75.2% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 20.95% | 30.63%-9.7pp | 78.13%-57.2pp | 81.01%-60.1pp |
| Employer contribution / active EE | $5,158 | $2,093+146.4% | $2,855+80.7% | $2,440+111.4% |
| Participant deferral / active EE | $8,145 | $2,887+182.1% | $3,885+109.6% | $3,608+125.8% |
| Admin fee / account holder | $46 | $3,973-98.8% | $5,354-99.1% | $5,124-99.1% |