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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $21,176 |
BENEFIT EQUITY, INC.10+ years Service code 13 · EIN 33-0384246 525 N. CABRILLO PARK DR., STE 200 · SANTA ANA, CA 92701 | Contract Administrator | $4,869 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,120 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,307 | $87,106+82.9% | $105,607+50.8% | $80,935+96.8% |
| Participation rate | 91.0% | 70.4%+20.6pp | 75.3%+15.7pp | 67.7%+23.3pp |
| Annual return | 9.02% | 17.01%-8.0pp | 116.11%-107.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,428 | $2,396-40.4% | $3,167-54.9% | $2,757-48.2% |
| Participant deferral / active EE | $3,348 | $3,986-16.0% | $5,011-33.2% | $4,299-22.1% |
| Admin fee / account holder | $44 | $8,447-99.5% | $10,958-99.6% | $6,924-99.4% |