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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,179 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $4,438 |
LOREN D. STARK COMPANY3+ years Service code 13 · EIN 74-1537058 | Contract Administrator | $960 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 · EIN 51-0116113 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,887 | $64,909-33.9% | $82,312-47.9% | $62,293-31.2% |
| Participation rate | 73.9% | 74.9%-0.9pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 15.53% | 21.18%-5.7pp | 25.88%-10.3pp | 28.90%-13.4pp |
| Employer contribution / active EE | $940 | $1,676-43.9% | $2,428-61.3% | $2,042-54.0% |
| Participant deferral / active EE | $2,437 | $3,103-21.5% | $3,706-34.2% | $3,169-23.1% |
| Admin fee / account holder | $274 | $440-37.6% | $5,608-95.1% | $479-42.8% |