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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $19,118 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $18,793 |
COHNREZNICK LLP2 years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $7,761 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,091 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SEVICES I Service code 55 | Other Commissions | $2,914 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $95,083 | $36,767+158.6% | $81,473+16.7% | $62,293+52.6% |
| Participation rate | 99.2% | 54.4%+44.8pp | 68.0%+31.2pp | 69.5%+29.7pp |
| Annual return | 18.82% | 173.80%-155.0pp | 38.78%-20.0pp | 28.90%-10.1pp |
| Employer contribution / active EE | $4,859 | $1,128+330.6% | $2,568+89.2% | $2,042+137.9% |
| Participant deferral / active EE | $4,270 | $2,111+102.3% | $3,537+20.7% | $3,169+34.7% |
| Admin fee / account holder | $150 | $797-81.2% | $4,561-96.7% | $479-68.7% |