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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $29,505 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $10,036 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $5,763 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,656 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $141 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURACE Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY5 years Service code 55 1 NEW YORK PLAZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,494 | $50,919-24.4% | $155,556-75.3% | $77,762-50.5% |
| Participation rate | 73.4% | 63.1%+10.3pp | 78.2%-4.8pp | 70.6%+2.8pp |
| Annual return | 9.50% | 34.84%-25.3pp | 64.84%-55.3pp | 31.27%-21.8pp |
| Employer contribution / active EE | $1,916 | $1,991-3.8% | $4,675-59.0% | $2,728-29.8% |
| Participant deferral / active EE | $1,799 | $2,824-36.3% | $5,631-68.1% | $4,651-61.3% |
| Admin fee / account holder | $14 | $437-96.7% | $15,885-99.9% | $433-96.7% |