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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 | $80,512 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,397 |
PASI, LLC5 years Service code 13 · EIN 26-1407927 | Contract Administrator | $14,374 |
MCSOLEY MCCOY & CO9+ years Service code 10 · EIN 03-0327374 | Accounting | $7,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $71,179 | $91,394-22.1% | $130,026-45.3% | $74,440-4.4% |
| Participation rate | 91.2% | 77.8%+13.4pp | 78.5%+12.7pp | 70.7%+20.4pp |
| Annual return | 14.28% | 23.20%-8.9pp | -137.26%+151.5pp | 34.37%-20.1pp |
| Employer contribution / active EE | $10,651 | $2,565+315.3% | $4,321+146.5% | $2,638+303.8% |
| Participant deferral / active EE | $2,315 | $4,721-51.0% | $5,821-60.2% | $4,529-48.9% |
| Admin fee / account holder | $157 | $284-44.5% | $10,608-98.5% | $348-54.8% |