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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 | $36,904+48.1% | $158,223-65.5% | $65,191-16.2% |
| Participation rate | 78.1% | 62.1%+16.0pp | 79.2%-1.1pp | 63.0%+15.1pp |
| Annual return | 12.78% | 24.43%-11.7pp | 52.09%-39.3pp | 51.24%-38.5pp |
| Employer contribution / active EE | $1,296 | $1,489-13.0% | $4,109-68.5% | $2,400-46.0% |
| Participant deferral / active EE | $2,701 | $1,936+39.5% | $5,467-50.6% | $2,671+1.1% |
| Admin fee / account holder | $175 | $793-78.0% | $16,047-98.9% | $907-80.7% |