Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $51,900 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,070 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $13,500 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,418 | $45,382+141.1% | $154,110-29.0% | $75,289+45.3% |
| Participation rate | 65.9% | 65.9%0pp | 83.0%-17.1pp | 72.4%-6.5pp |
| Annual return | 66.59% | -0.47%+67.1pp | 735.22%-668.6pp | -0.04%+66.6pp |
| Employer contribution / active EE | $2,795 | $1,533+82.3% | $5,298-47.2% | $2,405+16.2% |
| Participant deferral / active EE | $6,416 | $2,384+169.1% | $5,081+26.3% | $3,739+71.6% |
| Admin fee / account holder | $55 | $89-38.0% | $13,412-99.6% | $102-45.9% |