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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $7,411 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $5,057 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,026 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,660 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $157 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY4 years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,032 | $58,888-74.5% | $178,498-91.6% | $73,493-79.5% |
| Participation rate | 74.6% | 66.2%+8.4pp | 81.9%-7.3pp | 70.7%+3.9pp |
| Annual return | 14.02% | 24.86%-10.8pp | 151.09%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $560 | $2,236-75.0% | $5,011-88.8% | $2,270-75.3% |
| Participant deferral / active EE | $2,763 | $2,568+7.6% | $5,202-46.9% | $3,740-26.1% |
| Admin fee / account holder | $35 | $400-91.3% | $13,985-99.7% | $513-93.2% |