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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $31,252 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $16,090 |
COHNREZNICK LLP5 years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $15,500 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,479 | $43,133+244.2% | $89,414+66.1% | $73,493+102.0% |
| Participation rate | 99.3% | 55.0%+44.3pp | 68.0%+31.3pp | 70.7%+28.6pp |
| Annual return | 21.06% | 135.66%-114.6pp | 245.50%-224.4pp | 28.51%-7.5pp |
| Employer contribution / active EE | $4,876 | $1,438+239.1% | $2,586+88.5% | $2,270+114.8% |
| Participant deferral / active EE | $4,704 | $2,445+92.4% | $3,890+20.9% | $3,740+25.8% |
| Admin fee / account holder | $158 | $444-64.4% | $4,883-96.8% | $513-69.2% |