Filed December 22, 2023 (most recent of 6 filings on file)
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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 | $231,905 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $175,529 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,442 | $122,585-21.3% | $184,256-47.7% | $200,096-51.8% |
| Participation rate | 99.5% | 86.9%+12.5pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 14.50% | 144.12%-129.6pp | 28.85%-14.3pp | 34.26%-19.8pp |
| Employer contribution / active EE | $4,573 | $4,5710% | $6,427-28.9% | $3,038+50.5% |
| Participant deferral / active EE | $6,104 | $7,972-23.4% | $9,133-33.2% | $5,090+19.9% |
| Admin fee / account holder | $178 | $120+47.8% | $13,899-98.7% | $269-34.0% |