Filed January 13, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES, INC. Service code 33 · EIN 13-3379014 | Direct payment from the plan; Securit... | $547,100 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $85,028 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $51,057 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $49,012 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $24,597 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Shareho... | $6,687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,807 | $84,728-1.1% | $60,547+38.4% | $69,651+20.3% |
| Participation rate | 90.9% | 63.7%+27.1pp | 68.0%+22.9pp | 66.6%+24.3pp |
| Annual return | 0.03% | -1.91%+1.9pp | 335.64%-335.6pp | 53.77%-53.7pp |
| Employer contribution / active EE | $10,206 | $3,261+213.0% | $2,419+321.8% | $2,241+355.5% |
| Participant deferral / active EE | $0 | $3,056-100.0% | $3,328-100.0% | $3,635-100.0% |
| Admin fee / account holder | $3 | $74-96.2% | $4,536-99.9% | $63-95.6% |