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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY CONSULTING GROUP1+ years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 99 1832 WARD DR., STE 101 · MURFEESBORO, TN 37129 | Other Fees | $12,140 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,397 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Advisory (Plan) | $8,909 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,386 | $54,368-29.4% | $117,039-67.2% | $62,293-38.4% |
| Participation rate | 82.1% | 64.9%+17.2pp | 77.2%+5.0pp | 69.5%+12.6pp |
| Annual return | 0.00% | 21.77%-21.8pp | 18.95%-18.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,153 | $1,692+27.3% | $3,785-43.1% | $2,042+5.4% |
| Participant deferral / active EE | $3,572 | $2,269+57.4% | $3,929-9.1% | $3,169+12.7% |
| Admin fee / account holder | $166 | $493-66.3% | $5,974-97.2% | $479-65.3% |