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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $49,178 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $31,961 |
AB FUNDS1 year Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC5 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | 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 | $41,073 | $46,332-11.4% | $143,797-71.4% | $64,824-36.6% |
| Participation rate | 96.1% | 64.2%+31.9pp | 80.3%+15.8pp | 71.5%+24.6pp |
| Annual return | -11.87% | -10.05%-1.8pp | -0.04%-11.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $1,152 | $1,911-39.7% | $4,952-76.7% | $2,507-54.1% |
| Participant deferral / active EE | $2,233 | $2,647-15.7% | $5,638-60.4% | $4,311-48.2% |
| Admin fee / account holder | $152 | $154-1.0% | $14,679-99.0% | $188-18.9% |