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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,742 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,479 | $61,391+213.5% | $149,723+28.6% | $71,529+169.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.81% | 35.88%-21.1pp | 134.50%-119.7pp | 28.97%-14.2pp |
| Employer contribution / active EE | $10,054 | $2,384+321.8% | $4,821+108.5% | $2,590+288.2% |
| Participant deferral / active EE | $8,504 | $2,921+191.2% | $5,682+49.6% | $4,291+98.2% |
| Admin fee / account holder | $117 | $1,264-90.7% | $13,215-99.1% | $1,588-92.6% |