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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 | $58,274 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 · EIN 51-0116113 | Other Commissions | $29,615 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $840 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,167 | $55,446-11.3% | $155,574-68.4% | $74,429-33.9% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 14.21% | 269.20%-255.0pp | 64.87%-50.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,521 | $2,266-32.9% | $4,676-67.5% | $2,625-42.0% |
| Participant deferral / active EE | $3,095 | $2,836+9.1% | $5,629-45.0% | $4,348-28.8% |
| Admin fee / account holder | $180 | $1,743-89.7% | $15,914-98.9% | $1,944-90.8% |