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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,170 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 · EIN 51-0116113 | Other Commissions | $17,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
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 | $42,979 | $61,391-30.0% | $149,723-71.3% | $71,529-39.9% |
| Participation rate | 97.5% | 62.5%+35.0pp | 78.8%+18.8pp | 67.9%+29.6pp |
| Annual return | 9.79% | 35.88%-26.1pp | 134.50%-124.7pp | 28.97%-19.2pp |
| Employer contribution / active EE | $1,360 | $2,384-42.9% | $4,821-71.8% | $2,590-47.5% |
| Participant deferral / active EE | $2,694 | $2,921-7.8% | $5,682-52.6% | $4,291-37.2% |
| Admin fee / account holder | $166 | $1,264-86.8% | $13,215-98.7% | $1,588-89.5% |