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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $24,000 |
COHNREZNICK LLP3 years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $19,500 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $15,312 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,999 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SEVICES I Service code 55 | Other Commissions | $3,024 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $14 |
MORGAN STANLEY SMITH BARNEY3 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 | $93,487 | $33,067+182.7% | $76,518+22.2% | $56,287+66.1% |
| Participation rate | 99.2% | 55.4%+43.8pp | 68.0%+31.2pp | 69.9%+29.3pp |
| Annual return | -4.76% | 2.72%-7.5pp | -0.27%-4.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $5,026 | $1,200+318.7% | $2,647+89.9% | $2,111+138.1% |
| Participant deferral / active EE | $4,565 | $2,240+103.8% | $3,836+19.0% | $3,350+36.3% |
| Admin fee / account holder | $174 | $537-67.6% | $4,849-96.4% | $521-66.6% |