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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10119 | Advisory (Plan) | $90,182 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,498 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $21,991 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,610 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10119 | Other Commissions | $1,890 |
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 | $70,198 | $75,388-6.9% | $123,552-43.2% | $55,725+26.0% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.3%+10.9pp | 70.9%+22.3pp |
| Annual return | -4.68% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,988 | $3,063-2.5% | $4,628-35.4% | $2,078+43.8% |
| Participant deferral / active EE | $8,409 | $5,651+48.8% | $6,426+30.9% | $3,356+150.6% |
| Admin fee / account holder | $288 | $120+140.1% | $9,285-96.9% | $115+149.7% |