Filed November 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $178,088 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $98,392 |
Service code 49 · EIN 04-1590850 | Other Services | $57,910 |
HELUNA HEALTH1 year Service code 10 · EIN 95-2557063 | Accounting | $20,631 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,127 | $44,794+16.4% | $90,300-42.3% | $77,775-33.0% |
| Participation rate | 89.6% | 66.6%+23.1pp | 73.3%+16.4pp | 73.2%+16.4pp |
| Annual return | 5.78% | 28.23%-22.4pp | 78.11%-72.3pp | 32.58%-26.8pp |
| Employer contribution / active EE | $2,644 | $1,809+46.2% | $2,854-7.4% | $2,504+5.6% |
| Participant deferral / active EE | $2,426 | $2,642-8.2% | $3,884-37.5% | $3,966-38.8% |
| Admin fee / account holder | $135 | $94+42.9% | $5,353-97.5% | $100+34.9% |