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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,764 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,876 |
PASI, LLC4 years Service code 13 · EIN 26-1407927 | Contract Administrator | $14,415 |
MCSOLEY MCCOY & CO8+ years Service code 10 · EIN 03-0327374 | Accounting | $5,800 |
Participant 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 | $64,365 | $71,142-9.5% | $119,622-46.2% | $64,819-0.7% |
| Participation rate | 91.2% | 78.6%+12.6pp | 79.3%+11.9pp | 71.5%+19.7pp |
| Annual return | -11.80% | -10.01%-1.8pp | -14.98%+3.2pp | 32.84%-44.6pp |
| Employer contribution / active EE | $13,571 | $2,497+443.4% | $4,232+220.7% | $2,507+441.3% |
| Participant deferral / active EE | $2,289 | $4,490-49.0% | $5,601-59.1% | $4,311-46.9% |
| Admin fee / account holder | $161 | $162-0.8% | $10,328-98.4% | $188-14.4% |