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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $79,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,273 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,287 | $95,438+0.9% | $135,982-29.2% | $74,473+29.3% |
| Participation rate | 94.8% | 78.2%+16.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 18.00% | 32.61%-14.6pp | 68.32%-50.3pp | 34.36%-16.4pp |
| Employer contribution / active EE | $3,335 | $3,878-14.0% | $4,859-31.4% | $2,638+26.4% |
| Participant deferral / active EE | $9,423 | $7,790+21.0% | $7,760+21.4% | $4,530+108.0% |
| Admin fee / account holder | $284 | $259+9.8% | $10,767-97.4% | $347-18.1% |