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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $674,592 |
MORGAN STANLEY SMITH BARNEY4 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 |
KPMG LLP7+ years Service code 10 PO BOX 120608 · DALLAS, TX 75312 | Accounting | $19,550 |
Service code 11 40 NORTH MERRIMON AVE · ASHVILLE, NC 28804 | Actuarial | $6,960 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,521 | $67,512-7.4% | $185,854-66.4% | $93,010-32.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 17.42% | 21.04%-3.6pp | 122.12%-104.7pp | 158.70%-141.3pp |
| Employer contribution / active EE | $3,272 | $1,783+83.5% | $5,169-36.7% | $2,705+20.9% |
| Participant deferral / active EE | $4,242 | $3,035+39.7% | $5,569-23.8% | $4,561-7.0% |
| Admin fee / account holder | $144 | $318-54.6% | $16,246-99.1% | $152-5.0% |