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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $7,801 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $6,216 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $99,088 | $89,372+10.9% | $141,200-29.8% | $72,977+35.8% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 2.03% | 111.88%-109.8pp | 71.41%-69.4pp | 81.02%-79.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $19,200 | $5,419+254.3% | $6,710+186.1% | $3,608+432.2% |
| Admin fee / account holder | $105 | $5,957-98.2% | $10,265-99.0% | $5,124-98.0% |