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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,139 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $20,192 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,129 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 · EIN 51-0116113 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,638 | $46,464+17.6% | $150,298-63.6% | $79,634-31.4% |
| Participation rate | 78.1% | 57.0%+21.2pp | 77.8%+0.4pp | 62.5%+15.7pp |
| Annual return | 12.78% | 27.89%-15.1pp | 62.79%-50.0pp | 36.46%-23.7pp |
| Employer contribution / active EE | $1,296 | $1,512-14.3% | $4,154-68.8% | $2,529-48.8% |
| Participant deferral / active EE | $2,701 | $2,157+25.2% | $5,453-50.5% | $3,835-29.6% |
| Admin fee / account holder | $175 | $891-80.4% | $14,116-98.8% | $1,002-82.6% |