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| Provider | Service type | Compensation |
|---|---|---|
SETAWAY LLC1 year Service code 13 5 BEDFORD FARMS DR · BEDFORD, NH 03110 | Contract Administrator | $1,761 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,440 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $706 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $557 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
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 | $20,206 | $65,092-69.0% | $143,799-85.9% | $66,938-69.8% |
| Participation rate | 69.9% | 65.2%+4.7pp | 80.3%-10.4pp | 69.8%+0.1pp |
| Annual return | -17.46% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,014 | $2,362-57.0% | $4,952-79.5% | $2,545-60.1% |
| Participant deferral / active EE | $1,558 | $2,920-46.6% | $5,638-72.4% | $4,238-63.2% |
| Admin fee / account holder | $6 | $502-98.7% | $14,677-100.0% | $594-98.9% |