Filed November 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $271,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $155,325 |
ENTERPRISE BANK & TRUST2 years Filed as: PUBLIC HEALTH FOUNDATION ENTERPRISE Service code 99 13300 CROSSROADS PDWY N, STE 450 · CITY OF INDUSTRY, CA 91745 | Other Fees | $21,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,604 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,510 | $56,734+4.9% | $68,368-13.0% | $103,975-42.8% |
| Participation rate | 97.7% | 61.6%+36.1pp | 73.8%+23.9pp | 72.5%+25.1pp |
| Annual return | 13.07% | 13.73%-0.7pp | 292.57%-279.5pp | 19.41%-6.3pp |
| Employer contribution / active EE | $4,470 | $1,867+139.4% | $2,649+68.7% | $3,722+20.1% |
| Participant deferral / active EE | $5,008 | $2,940+70.3% | $4,123+21.5% | $5,343-6.3% |
| Admin fee / account holder | $135 | $263-48.5% | $5,150-97.4% | $332-59.3% |