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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $46,964 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 50 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Direct Payment | $1,320 |
AMERICAN FUNDS3+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $450 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $225 |
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 | $58,881 | $70,083-16.0% | $59,899-1.7% | $55,725+5.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 10.22% | 3.13%+7.1pp | 3.46%+6.8pp | 244.93%-234.7pp |
| Employer contribution / active EE | $3,751 | $2,878+30.3% | $2,723+37.8% | $2,078+80.5% |
| Participant deferral / active EE | $3,698 | $3,079+20.1% | $3,402+8.7% | $3,356+10.2% |
| Admin fee / account holder | $79 | $70+12.6% | $3,592-97.8% | $115-31.3% |