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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, ME 011110001 | Recordkeeping fees; Float revenue | $4,441 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $3,174 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $153 |
BENEFIT EQUITY, INC.8+ years Service code 13 · EIN 33-0384246 525 N. CABRILLO PARK DR., STE 200 · SANTA ANA, CA 92701 | Contract Administrator | $0 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY INS SERVICES Service code 53 · EIN 51-0116113 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NY 10004 | Insurance Commissions | $0 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,135 | $73,009+91.9% | $90,756+54.4% | $68,495+104.6% |
| Participation rate | 91.0% | 70.8%+20.2pp | 75.7%+15.3pp | 67.9%+23.1pp |
| Annual return | -11.15% | -13.81%+2.7pp | -12.16%+1.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,130 | $2,193-2.9% | $2,922-27.1% | $2,596-18.0% |
| Participant deferral / active EE | $3,463 | $3,626-4.5% | $4,565-24.1% | $4,028-14.0% |
| Admin fee / account holder | $37 | $5,896-99.4% | $8,445-99.6% | $5,403-99.3% |