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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $15,930 |
COHNREZNICK LLP4 years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $5,000 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · 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 | $129,038 | $38,365+236.3% | $84,628+52.5% | $65,185+98.0% |
| Participation rate | 99.2% | 55.7%+43.6pp | 68.2%+31.0pp | 70.2%+29.0pp |
| Annual return | 23.68% | 32.00%-8.3pp | 258.80%-235.1pp | 29.38%-5.7pp |
| Employer contribution / active EE | $4,877 | $1,258+287.5% | $2,653+83.8% | $2,177+124.1% |
| Participant deferral / active EE | $4,599 | $2,278+101.9% | $3,900+17.9% | $3,514+30.9% |
| Admin fee / account holder | $95 | $451-79.1% | $4,914-98.1% | $847-88.8% |