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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 | $46,464-40.8% | $150,298-81.7% | $79,634-65.4% |
| Participation rate | 82.7% | 57.0%+25.7pp | 77.8%+4.9pp | 62.5%+20.2pp |
| Annual return | 11.62% | 27.89%-16.3pp | 62.79%-51.2pp | 36.46%-24.8pp |
| Employer contribution / active EE | $130 | $1,512-91.4% | $4,154-96.9% | $2,529-94.9% |
| Participant deferral / active EE | $2,384 | $2,157+10.6% | $5,453-56.3% | $3,835-37.8% |
| Admin fee / account holder | $232 | $891-74.0% | $14,116-98.4% | $1,002-76.8% |