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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $17,200 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $12,912 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J. P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Shareho... | $1,965 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,061 | $72,770-61.4% | $67,652-58.5% | $55,191-49.2% |
| Participation rate | 87.4% | 78.8%+8.6pp | 75.7%+11.8pp | 69.2%+18.3pp |
| Annual return | 1.31% | -3.26%+4.6pp | 6625.40%-6624.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $462 | $1,769-73.9% | $2,266-79.6% | $1,899-75.7% |
| Participant deferral / active EE | $1,351 | $3,408-60.4% | $3,560-62.0% | $3,046-55.6% |
| Admin fee / account holder | $29 | $79-63.0% | $4,821-99.4% | $91-67.9% |