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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 94-3089465 | Claims processing; Contract Administr... | $108,750 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $71,248 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $51,570 |
TEAM FINANCIAL STRATEGIES2 years Filed as: TEAM ST. INC. Service code 36 · EIN 47-2090829 | Other services; Copying and duplicati... | $6,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,080 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,602 | $41,039+28.2% | $85,240-38.3% | $99,313-47.0% |
| Participation rate | 77.6% | 34.4%+43.2pp | 67.5%+10.0pp | 71.7%+5.9pp |
| Annual return | 11.68% | 17.44%-5.8pp | 66.75%-55.1pp | 17.67%-6.0pp |
| Employer contribution / active EE | $2,004 | $1,106+81.2% | $2,735-26.7% | $3,264-38.6% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $4,527-100.0% | $5,346-100.0% |
| Admin fee / account holder | $77 | $177-56.7% | $6,165-98.8% | $109-29.8% |