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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 55 | Other Commissions | $34,809 |
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,588 |
ASCENSUS LLC7 years Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $7,101 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $175 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $138 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,782 | $48,011+159.9% | $63,803+95.6% | $82,637+51.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 11.26% | 19.84%-8.6pp | 543.72%-532.5pp | 53.51%-42.2pp |
| Employer contribution / active EE | $5,923 | $1,904+211.1% | $2,532+133.9% | $2,552+132.1% |
| Participant deferral / active EE | $9,553 | $2,846+235.6% | $3,843+148.6% | $4,126+131.5% |
| Admin fee / account holder | $130 | $3,873-96.6% | $5,196-97.5% | $7,339-98.2% |