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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 | $36,904-25.4% | $158,223-82.6% | $65,191-57.8% |
| Participation rate | 82.7% | 62.1%+20.6pp | 79.2%+3.5pp | 63.0%+19.7pp |
| Annual return | 11.62% | 24.43%-12.8pp | 52.09%-40.5pp | 51.24%-39.6pp |
| Employer contribution / active EE | $130 | $1,489-91.3% | $4,109-96.8% | $2,400-94.6% |
| Participant deferral / active EE | $2,384 | $1,936+23.2% | $5,467-56.4% | $2,671-10.7% |
| Admin fee / account holder | $232 | $793-70.7% | $16,047-98.6% | $907-74.4% |