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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $8,080 |
Filed as: RICHARDS INCORPORATED TRG Service code 27 48,HARRIS PL · BATTLEBORO, VT 05302 | Advisory (Plan) | $3,722 |
SETAWAY LLC3 years Service code 13 5 BEDFORD FARMS DR · BEDFORD, NH 03110 | Contract Administrator | $2,772 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,224 | $55,470-38.3% | $155,556-78.0% | $74,478-54.0% |
| Participation rate | 53.6% | 61.9%-8.3pp | 78.2%-24.6pp | 67.2%-13.6pp |
| Annual return | 14.79% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $817 | $2,267-64.0% | $4,675-82.5% | $2,626-68.9% |
| Participant deferral / active EE | $1,286 | $2,838-54.7% | $5,631-77.2% | $4,350-70.4% |
| Admin fee / account holder | $45 | $1,744-97.4% | $15,885-99.7% | $1,946-97.7% |