Filed April 22, 2024
Total covered: 135 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $75,397 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $41,330 |
METRO BENEFITS, INC.5 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $13,181 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,856 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $4,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,160 | $74,188-1.4% | $115,756-36.8% | $64,819+12.9% |
| Participation rate | 95.7% | 76.2%+19.5pp | 77.1%+18.6pp | 71.5%+24.3pp |
| Annual return | -9.95% | -11.81%+1.9pp | 143.14%-153.1pp | 32.84%-42.8pp |
| Employer contribution / active EE | $1,967 | $3,365-41.5% | $3,793-48.1% | $2,507-21.5% |
| Participant deferral / active EE | $3,915 | $5,294-26.0% | $6,254-37.4% | $4,311-9.2% |
| Admin fee / account holder | $267 | $148+80.2% | $8,124-96.7% | $188+42.3% |