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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $9,888 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,222 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $6,598 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,434 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $208 |
MORGAN STANLEY SMITH BARNEY4 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 BARNEY6 years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,038 | $65,083-80.0% | $143,788-90.9% | $66,930-80.5% |
| Participation rate | 95.7% | 65.2%+30.5pp | 80.3%+15.4pp | 69.8%+25.9pp |
| Annual return | -13.17% | -11.13%-2.0pp | -0.03%-13.1pp | 1.57%-14.7pp |
| Employer contribution / active EE | $815 | $2,361-65.5% | $4,952-83.5% | $2,545-68.0% |
| Participant deferral / active EE | $3,094 | $2,920+6.0% | $5,638-45.1% | $4,238-27.0% |
| Admin fee / account holder | $47 | $502-90.7% | $14,675-99.7% | $593-92.1% |