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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 | $48,162 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $25,987 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $5,936 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $335 |
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 | $24,514 | $50,860-51.8% | $155,574-84.2% | $77,714-68.5% |
| Participation rate | 82.2% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.6pp |
| Annual return | 19.49% | 34.86%-15.4pp | 64.87%-45.4pp | 31.26%-11.8pp |
| Employer contribution / active EE | $173 | $1,991-91.3% | $4,676-96.3% | $2,727-93.7% |
| Participant deferral / active EE | $2,080 | $2,825-26.4% | $5,629-63.0% | $4,649-55.3% |
| Admin fee / account holder | $213 | $436-51.2% | $15,914-98.7% | $433-50.9% |