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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,782 | $51,184+143.8% | $66,439+87.8% | $86,983+43.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 11.26% | 17.07%-5.8pp | 757.66%-746.4pp | 25.83%-14.6pp |
| Employer contribution / active EE | $5,923 | $2,023+192.8% | $2,637+124.6% | $2,584+129.2% |
| Participant deferral / active EE | $9,553 | $2,927+226.3% | $3,876+146.5% | $4,194+127.8% |
| Admin fee / account holder | $130 | $4,154-96.9% | $6,173-97.9% | $7,856-98.3% |