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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $56,222 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $9,855 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,170 | $29,516+110.6% | $77,482-19.8% | $90,288-31.1% |
| Participation rate | 21.2% | 33.7%-12.4pp | 54.2%-33.0pp | 73.4%-52.1pp |
| Annual return | 14.22% | 231.18%-217.0pp | 54.79%-40.6pp | 53.97%-39.8pp |
| Employer contribution / active EE | $492 | $381+29.3% | $986-50.1% | $2,524-80.5% |
| Participant deferral / active EE | $1,127 | $944+19.4% | $1,861-39.4% | $4,232-73.4% |
| Admin fee / account holder | $21 | $106-79.8% | $2,858-99.3% | $114-81.2% |