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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 | $62,288 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 99 · EIN 58-1250486 | Other Fees | $31,500 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $12,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,643 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,750 |
Service code 55 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Other Commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,073 | $61,356+211.4% | $149,696+27.6% | $71,511+167.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.10% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $14,097 | $2,382+491.9% | $4,821+192.4% | $2,589+444.5% |
| Participant deferral / active EE | $8,466 | $2,920+190.0% | $5,682+49.0% | $4,291+97.3% |
| Admin fee / account holder | $131 | $1,263-89.6% | $13,212-99.0% | $1,588-91.7% |