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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $109,974 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $34,345 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,302 |
Filed as: ABERDEEN Service code 52 · EIN 51-0368279 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-3500606 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $183,537 | $71,666+156.1% | $117,861+55.7% | $69,634+163.6% |
| Participation rate | 94.4% | 77.5%+16.9pp | 79.7%+14.8pp | 70.7%+23.7pp |
| Annual return | 18.54% | 18.86%-0.3pp | 335.11%-316.6pp | 27572.26%-27553.7pp |
| Employer contribution / active EE | $2,336 | $1,889+23.7% | $3,786-38.3% | $2,032+15.0% |
| Participant deferral / active EE | $7,419 | $3,340+122.2% | $4,482+65.5% | $3,224+130.1% |
| Admin fee / account holder | $23 | $120-81.2% | $8,021-99.7% | $110-79.5% |