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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $92,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,490 | $105,248+26.8% | $147,318-9.4% | $71,012+88.0% |
| Participation rate | 94.8% | 66.1%+28.6pp | 82.1%+12.7pp | 58.6%+36.2pp |
| Annual return | 13.63% | 26.02%-12.4pp | 70.43%-56.8pp | 37.67%-24.0pp |
| Employer contribution / active EE | $4,437 | $3,785+17.2% | $4,593-3.4% | $2,348+89.0% |
| Participant deferral / active EE | $9,999 | $6,452+55.0% | $7,906+26.5% | $3,246+208.0% |
| Admin fee / account holder | $288 | $862-66.6% | $13,708-97.9% | $1,167-75.3% |