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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $220,332 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $183,026 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,882 | $112,686-30.0% | $170,043-53.6% | $80,157-1.6% |
| Participation rate | 87.4% | 87.4%0pp | 87.0%+0.4pp | 72.9%+14.4pp |
| Annual return | 18.97% | 67.04%-48.1pp | 53.40%-34.4pp | 40.39%-21.4pp |
| Employer contribution / active EE | $4,922 | $4,481+9.8% | $6,790-27.5% | $2,977+65.3% |
| Participant deferral / active EE | $5,771 | $7,876-26.7% | $10,410-44.6% | $5,015+15.1% |
| Admin fee / account holder | $167 | $99+68.2% | $12,824-98.7% | $145+15.0% |