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| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 55 5429 LBJ FREEWAY STE 400 · DALLAS, TX 75240 | Other Commissions | $5,278 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,656 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $1,536 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,292 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,190 | $50,464-34.2% | $75,784-56.2% | $52,331-36.6% |
| Participation rate | 28.6% | 66.8%-38.2pp | 75.8%-47.2pp | 68.1%-39.5pp |
| Annual return | -1.27% | 1.03%-2.3pp | 9.68%-10.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $849 | $1,988-57.3% | $3,323-74.5% | $1,882-54.9% |
| Participant deferral / active EE | $1,413 | $2,570-45.0% | $3,652-61.3% | $3,022-53.2% |
| Admin fee / account holder | $23 | $1,103-97.9% | $5,300-99.6% | $592-96.1% |