Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HR ADVOCATES1+ years Service code 50 · EIN 59-3330518 | Direct Payment | $7,395 |
GRAMLING & HAYA1+ years Service code 10 · EIN 59-1891796 | Accounting | $1,786 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $800 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES, LLC Service code 33 · EIN 13-4110995 | Securities brokerage; Shareholder ser... | $682 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
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 | $26,273 | $54,320-51.6% | $67,652-61.2% | $52,331-49.8% |
| Participation rate | 94.0% | 73.6%+20.4pp | 75.7%+18.3pp | 68.1%+25.9pp |
| Annual return | -1.04% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,553 | $1,544+0.6% | $2,266-31.5% | $1,882-17.5% |
| Participant deferral / active EE | $2,922 | $2,950-0.9% | $3,560-17.9% | $3,022-3.3% |
| Admin fee / account holder | $49 | $527-90.6% | $4,821-99.0% | $592-91.7% |