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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $120,674 |
SMW LOCAL 46 HEALTH FUND6 years Service code 49 · EIN 16-0760551 | Other Services | $51,447 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $28,487 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,467 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,321 | $77,788+2.0% | $119,126-33.4% | $64,728+22.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 10.28% | 13.19%-2.9pp | 282.11%-271.8pp | 49.38%-39.1pp |
| Employer contribution / active EE | $4,707 | $4,031+16.7% | $4,034+16.7% | $2,243+109.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $226 | $1,365-83.5% | $10,693-97.9% | $1,145-80.3% |