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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $43,670 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER FUNDS Service code 50 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Direct Payment | $530 |
AMERICAN FUNDS4+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $410 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $175 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,649 | $95,542-37.6% | $69,483-14.2% | $67,582-11.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 2.90% | 17.67%-14.8pp | 28.99%-26.1pp | 378.57%-375.7pp |
| Employer contribution / active EE | $3,583 | $2,989+19.9% | $2,780+28.9% | $2,148+66.8% |
| Participant deferral / active EE | $3,540 | $3,263+8.5% | $3,537+0.1% | $3,5390% |
| Admin fee / account holder | $70 | $90-22.1% | $3,841-98.2% | $142-50.8% |