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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $14,707 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,133 |
THE BENEFIT PRACTICE6 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $6,115 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,786 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $365 |
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 | $34,052 | $37,440-9.0% | $77,081-55.8% | $66,930-49.1% |
| Participation rate | 54.5% | 52.9%+1.6pp | 67.9%-13.4pp | 69.8%-15.3pp |
| Annual return | -17.41% | -3.26%-14.1pp | 42.33%-59.7pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,583 | $1,534+3.2% | $2,813-43.7% | $2,545-37.8% |
| Participant deferral / active EE | $4,491 | $2,620+71.4% | $4,428+1.4% | $4,238+6.0% |
| Admin fee / account holder | $129 | $568-77.2% | $5,427-97.6% | $593-78.2% |