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| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 55 5429 LBJ FREEWAY STE 400 · DALLAS, TX 75240 | Other Commissions | $7,696 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $3,319 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,605 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | 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 | $38,788 | $52,884-26.7% | $84,753-54.2% | $55,167-29.7% |
| Participation rate | 24.5% | 67.5%-43.0pp | 76.6%-52.1pp | 69.0%-44.5pp |
| Annual return | 8.17% | 18.03%-9.9pp | 22.78%-14.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $722 | $2,233-67.7% | $3,574-79.8% | $1,963-63.2% |
| Participant deferral / active EE | $1,241 | $2,644-53.1% | $3,712-66.6% | $3,054-59.4% |
| Admin fee / account holder | $34 | $581-94.1% | $5,333-99.4% | $504-93.2% |