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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $88,500 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $8,064 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,571 | $89,436-14.4% | $164,813-53.5% | $77,643-1.4% |
| Participation rate | 92.7% | 78.6%+14.1pp | 78.6%+14.1pp | 70.6%+22.1pp |
| Annual return | 13.93% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $760 | $2,569-70.4% | $4,341-82.5% | $2,726-72.1% |
| Participant deferral / active EE | $4,625 | $4,897-5.5% | $6,031-23.3% | $4,647-0.5% |
| Admin fee / account holder | $85 | $339-75.0% | $12,690-99.3% | $430-80.3% |