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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 13 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10119 | Contract Administrator | $60,491 |
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $12,000 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10119 | Other Commissions | $1,991 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,631 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,218 |
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 | $76,463 | $155,795-50.9% | $136,298-43.9% | $69,631+9.8% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.5pp |
| Annual return | 56.05% | 232464.33%-232408.3pp | 5156.27%-5100.2pp | 27571.02%-27515.0pp |
| Employer contribution / active EE | $3,326 | $2,991+11.2% | $4,696-29.2% | $2,032+63.7% |
| Participant deferral / active EE | $6,418 | $5,394+19.0% | $6,247+2.7% | $3,224+99.1% |
| Admin fee / account holder | $3 | $128-97.7% | $9,244-100.0% | $110-97.3% |