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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT -WEST LIFE & ANNUITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,316 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $36,025 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $35,740 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Di... | $7,949 |
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 | $89,517 | $37,117+141.2% | $147,617-39.4% | $55,191+62.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -0.23% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $7,963 | $1,620+391.4% | $5,564+43.1% | $1,899+319.4% |
| Participant deferral / active EE | $5,287 | $1,985+166.3% | $4,895+8.0% | $3,046+73.6% |
| Admin fee / account holder | $117 | $86+37.2% | $11,612-99.0% | $91+29.3% |