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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $38,312 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $31,374 |
SMART SOURCE LLC1 year Filed as: SMART LOCAL 104 DISTRICT 3 401A PLN Service code 99 2321 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Other Fees | $5,832 |
Filed as: EMPOWER ANNUITY IN CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $32,862 | $76,774-57.2% | $112,258-70.7% | $77,906-57.8% |
| Participation rate | 49.1% | 80.2%-31.1pp | 75.1%-26.0pp | 73.7%-24.6pp |
| Annual return | -15.72% | -10.25%-5.5pp | 27.47%-43.2pp | 12.16%-27.9pp |
| Employer contribution / active EE | $1,648 | $3,977-58.6% | $3,636-54.7% | $2,846-42.1% |
| Participant deferral / active EE | $224 | $3,778-94.1% | $4,728-95.3% | $4,805-95.3% |
| Admin fee / account holder | $208 | $239-13.1% | $6,411-96.8% | $133+56.6% |