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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 | $38,165-27.9% | $189,758-85.5% | $69,255-60.2% |
| Participation rate | 82.7% | 66.7%+16.0pp | 79.8%+2.9pp | 69.0%+13.7pp |
| Annual return | 11.62% | 14.65%-3.0pp | 52.62%-41.0pp | 26.73%-15.1pp |
| Employer contribution / active EE | $130 | $1,589-91.8% | $4,767-97.3% | $2,645-95.1% |
| Participant deferral / active EE | $2,384 | $2,073+15.0% | $5,856-59.3% | $2,890-17.5% |
| Admin fee / account holder | $232 | $714-67.5% | $20,388-98.9% | $733-68.3% |