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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,686 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $52,568 |
PASI, LLC6 years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $17,985 |
MCSOLEY MCCOY & CO10+ years Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $7,800 |
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 | $79,121 | $89,438-11.5% | $164,928-52.0% | $77,692+1.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 78.6%+11.9pp | 70.6%+19.9pp |
| Annual return | 12.94% | 28.82%-15.9pp | 70.08%-57.1pp | 31.25%-18.3pp |
| Employer contribution / active EE | $10,452 | $2,567+307.2% | $4,343+140.6% | $2,726+283.4% |
| Participant deferral / active EE | $2,678 | $4,901-45.4% | $6,034-55.6% | $4,648-42.4% |
| Admin fee / account holder | $169 | $340-50.2% | $12,684-98.7% | $431-60.7% |