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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,321 | $86,882-8.7% | $150,734-47.4% | $69,255+14.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 10.28% | 10.69%-0.4pp | 600.81%-590.5pp | 26.73%-16.5pp |
| Employer contribution / active EE | $4,707 | $5,194-9.4% | $4,918-4.3% | $2,645+77.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $226 | $630-64.2% | $14,905-98.5% | $733-69.2% |