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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLR · NEW YORK, NY 10004 | Other Commissions | $15,903 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $14,499 |
COHNREZNICK LLP1 year Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $8,500 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,835 |
Filed as: MORGAN STANLEY INSURANCE SEVICES I Service code 55 | Other Commissions | $2,751 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLAZA 12TH FLR · NEW YORK, NY 10004 | Other Commissions | $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 | $75,173 | $32,425+131.8% | $74,577+0.8% | $55,167+36.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 8.11% | 10.63%-2.5pp | 20.47%-12.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $4,326 | $1,043+314.6% | $2,525+71.3% | $1,963+120.4% |
| Participant deferral / active EE | $3,773 | $1,995+89.2% | $3,458+9.1% | $3,054+23.5% |
| Admin fee / account holder | $125 | $748-83.4% | $4,138-97.0% | $504-75.3% |