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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $26,140 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 16 · EIN 26-4310632 | Consulting | $18,311 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 50 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Direct Payment | $780 |
AMERICAN FUNDS2+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $470 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $325 |
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 | $55,807 | $74,552-25.1% | $63,018-11.4% | $69,631-19.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.09% | 15.77%-2.7pp | 87.62%-74.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $3,623 | $2,929+23.7% | $2,761+31.2% | $2,032+78.3% |
| Participant deferral / active EE | $3,625 | $2,974+21.9% | $3,330+8.9% | $3,224+12.5% |
| Admin fee / account holder | $77 | $59+29.1% | $3,601-97.9% | $110-30.5% |