Filed November 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $191,039 |
Service code 49 · EIN 04-1590850 | Other Services | $62,008 |
HELUNA HEALTH2 years Service code 16 · EIN 95-2557063 | Consulting | $21,662 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | 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 | $51,028 | $47,634+7.1% | $90,440-43.6% | $90,274-43.5% |
| Participation rate | 84.9% | 67.5%+17.4pp | 72.7%+12.2pp | 73.4%+11.6pp |
| Annual return | 2.02% | 19.61%-17.6pp | 1294.38%-1292.4pp | 53.97%-52.0pp |
| Employer contribution / active EE | $2,528 | $1,749+44.5% | $3,263-22.5% | $2,523+0.2% |
| Participant deferral / active EE | $2,402 | $2,824-15.0% | $3,964-39.4% | $4,231-43.2% |
| Admin fee / account holder | $135 | $106+27.6% | $5,615-97.6% | $114+18.6% |