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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $13,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,833 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,800 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $7,411 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $468 |
MORGAN STANLEY SMITH BARNEY8 years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,063 | $55,437-63.8% | $155,534-87.1% | $74,459-73.1% |
| Participation rate | 74.1% | 61.9%+12.2pp | 78.2%-4.1pp | 67.2%+6.9pp |
| Annual return | 10.21% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,657 | $2,837-6.3% | $5,630-52.8% | $4,350-38.9% |
| Admin fee / account holder | $74 | $1,742-95.8% | $15,900-99.5% | $1,945-96.2% |