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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 | $36,002+51.8% | $161,489-66.2% | $64,728-15.6% |
| Participation rate | 78.1% | 57.4%+20.7pp | 78.7%-0.6pp | 57.9%+20.2pp |
| Annual return | 12.78% | 33.93%-21.2pp | 89.72%-76.9pp | 49.38%-36.6pp |
| Employer contribution / active EE | $1,296 | $1,380-6.1% | $4,268-69.6% | $2,243-42.2% |
| Participant deferral / active EE | $2,701 | $1,815+48.8% | $5,630-52.0% | $2,729-1.1% |
| Admin fee / account holder | $175 | $931-81.2% | $16,006-98.9% | $1,145-84.8% |