Filed November 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $201,013 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $63,411 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
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 | $49,184 | $37,884+29.8% | $79,466-38.1% | $75,289-34.7% |
| Participation rate | 88.7% | 65.0%+23.7pp | 73.3%+15.4pp | 72.4%+16.3pp |
| Annual return | 7.66% | 1.06%+6.6pp | 718.28%-710.6pp | -0.04%+7.7pp |
| Employer contribution / active EE | $2,457 | $1,680+46.3% | $2,800-12.3% | $2,405+2.2% |
| Participant deferral / active EE | $2,254 | $2,569-12.3% | $3,704-39.2% | $3,739-39.7% |
| Admin fee / account holder | $34 | $77-55.6% | $5,104-99.3% | $102-66.7% |