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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $27,139 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,979 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,914 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31 |
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 | $34,854 | $47,977-27.4% | $154,108-77.4% | $56,289-38.1% |
| Participation rate | 75.9% | 66.2%+9.7pp | 83.0%-7.2pp | 69.9%+6.0pp |
| Annual return | -4.69% | 3.54%-8.2pp | 735.21%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,436 | $2,169-33.8% | $5,298-72.9% | $2,111-32.0% |
| Participant deferral / active EE | $3,543 | $2,392+48.1% | $5,081-30.3% | $3,350+5.8% |
| Admin fee / account holder | $293 | $438-33.2% | $13,411-97.8% | $521-43.8% |