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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 | $55,660 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,727 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $6,576 |
Employer contribution per participant 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 | $27,529 | $36,002-23.5% | $161,489-83.0% | $64,728-57.5% |
| Participation rate | 82.7% | 57.4%+25.2pp | 78.7%+4.0pp | 57.9%+24.8pp |
| Annual return | 11.62% | 33.93%-22.3pp | 89.72%-78.1pp | 49.38%-37.8pp |
| Employer contribution / active EE | $130 | $1,380-90.6% | $4,268-97.0% | $2,243-94.2% |
| Participant deferral / active EE | $2,384 | $1,815+31.4% | $5,630-57.6% | $2,729-12.6% |
| Admin fee / account holder | $232 | $931-75.1% | $16,006-98.6% | $1,145-79.7% |