Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $438,860 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $109,379 |
KPMG LLP5+ years Service code 10 PO BOX 120608 · DALLAS, TX 75312 | Accounting | $13,800 |
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 | $50,637 | $47,456+6.7% | $172,757-70.7% | $77,775-34.9% |
| Participation rate | 74.3% | 66.3%+8.1pp | 82.6%-8.3pp | 73.2%+1.1pp |
| Annual return | 25.36% | 35.57%-10.2pp | 803.06%-777.7pp | 32.58%-7.2pp |
| Employer contribution / active EE | $1,931 | $1,574+22.7% | $5,144-62.5% | $2,504-22.9% |
| Participant deferral / active EE | $2,475 | $2,560-3.3% | $5,198-52.4% | $3,966-37.6% |
| Admin fee / account holder | $121 | $81+50.1% | $13,956-99.1% | $100+21.3% |