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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $304,724 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $120,000 |
Service code 11 40 NORTH MERRIMON AVE · ASHVILLE, NC 28804 | Actuarial | $14,756 |
KPMG LLP6+ years Service code 10 PO BOX 120608 · DALLAS, TX 75312 | Accounting | $13,763 |
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 | $53,680 | $56,095-4.3% | $178,510-69.9% | $90,274-40.5% |
| Participation rate | 88.2% | 65.6%+22.6pp | 81.9%+6.2pp | 73.4%+14.8pp |
| Annual return | 19.69% | 28.81%-9.1pp | 151.13%-131.4pp | 53.97%-34.3pp |
| Employer contribution / active EE | $2,741 | $1,572+74.3% | $5,011-45.3% | $2,523+8.6% |
| Participant deferral / active EE | $2,681 | $2,669+0.5% | $5,202-48.5% | $4,231-36.6% |
| Admin fee / account holder | $87 | $101-14.0% | $13,988-99.4% | $114-24.1% |