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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $42,427 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,398 | $50,919+281.8% | $155,556+25.0% | $77,762+150.0% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 11.92% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $9,772 | $1,991+390.7% | $4,675+109.0% | $2,728+258.2% |
| Participant deferral / active EE | $7,787 | $2,824+175.7% | $5,631+38.3% | $4,651+67.4% |
| Admin fee / account holder | $112 | $437-74.5% | $15,885-99.3% | $433-74.2% |