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 | $83,436-28.7% | $103,693-42.6% | $83,436-28.7% |
| Participation rate | 97.7% | 73.2%+24.5pp | 72.6%+25.0pp | 73.2%+24.5pp |
| Annual return | 13.07% | 19.34%-6.3pp | 47.61%-34.5pp | 19.34%-6.3pp |
| Employer contribution / active EE | $4,470 | $4,072+9.8% | $2,920+53.1% | $4,072+9.8% |
| Participant deferral / active EE | $5,008 | $3,411+46.8% | $4,579+9.4% | $3,411+46.8% |
| Admin fee / account holder | $135 | $265-49.0% | $7,858-98.3% | $265-49.0% |