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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $221,987 |
GWL&A1+ years Filed as: GWL&A INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $70,252 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES, LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Shareho... | $10,395 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES, INC Service code 50 · EIN 13-3379014 | Direct Payment | $8,625 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,112 | $80,211+39.8% | $74,184+51.1% | $63,975+75.2% |
| Participation rate | 92.3% | 84.2%+8.1pp | 76.6%+15.7pp | 71.1%+21.2pp |
| Annual return | 1.47% | 14.13%-12.7pp | 17.74%-16.3pp | 48.65%-47.2pp |
| Employer contribution / active EE | $3,636 | $2,553+42.4% | $2,370+53.4% | $2,182+66.7% |
| Participant deferral / active EE | $9,314 | $4,370+113.1% | $3,550+162.4% | $3,356+177.5% |
| Admin fee / account holder | $80 | $67+18.4% | $5,586-98.6% | $70+12.9% |