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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,771 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,336 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,901 | $60,124+134.3% | $90,404+55.9% | $79,858+76.4% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 12.57% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $5,445 | $2,068+163.3% | $3,262+66.9% | $2,471+120.4% |
| Participant deferral / active EE | $8,665 | $2,938+194.9% | $3,963+118.6% | $3,740+131.7% |
| Admin fee / account holder | $447 | $3,976-88.8% | $5,611-92.0% | $5,306-91.6% |