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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 | $38,165+43.2% | $189,758-71.2% | $69,255-21.1% |
| Participation rate | 78.1% | 66.7%+11.5pp | 79.8%-1.7pp | 69.0%+9.1pp |
| Annual return | 12.78% | 14.65%-1.9pp | 52.62%-39.8pp | 26.73%-14.0pp |
| Employer contribution / active EE | $1,296 | $1,589-18.5% | $4,767-72.8% | $2,645-51.0% |
| Participant deferral / active EE | $2,701 | $2,073+30.3% | $5,856-53.9% | $2,890-6.6% |
| Admin fee / account holder | $175 | $714-75.6% | $20,388-99.1% | $733-76.2% |