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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 26 · EIN 26-4310844 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $97,151 |
Filed as: EMPOWER ANUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,942 |
SNAP TPA, LCC4 years Service code 13 · EIN 85-2570173 174 NASSAU STREET · PRINCETON, NJ 085427005 | Contract Administrator | $32,118 |
WILKIN & GUTTENPLAN, P.C.8 years Filed as: WILKIN & GUTTENPLAN, PC Service code 10 · EIN 22-2612018 1200 TICES LANE · EAST BRUNSWICK, NJ 088161300 | Accounting | $24,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,034 | $106,230+6.4% | $147,080-23.1% | $77,736+45.4% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 15.60% | 56.91%-41.3pp | 420.17%-404.6pp | 31.26%-15.7pp |
| Employer contribution / active EE | $2,402 | $4,072-41.0% | $4,933-51.3% | $2,728-11.9% |
| Participant deferral / active EE | $7,462 | $8,001-6.7% | $8,066-7.5% | $4,651+60.5% |
| Admin fee / account holder | $126 | $338-62.8% | $12,989-99.0% | $433-71.0% |