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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $50,231 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,995 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,984 |
Filed as: RETIREMENT BENEFIT SOLUTIONS LLC. Service code 13 · EIN 54-1953648 205 VAN BUREN ST STE 120 · HERNDON, VA 20170 | Contract Administrator | $3,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
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 | $0 | $92,743-100.0% | $82,744-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -15.90% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |