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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,712 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $12,890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,543 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $2,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,699 | $46,688+141.4% | $189,758-40.6% | $69,733+61.6% |
| Participation rate | 87.0% | 61.7%+25.3pp | 79.8%+7.2pp | 62.5%+24.5pp |
| Annual return | 10.56% | 14.35%-3.8pp | 52.62%-42.1pp | 15.22%-4.7pp |
| Employer contribution / active EE | $1,893 | $1,695+11.7% | $4,767-60.3% | $2,250-15.9% |
| Participant deferral / active EE | $3,867 | $2,143+80.5% | $5,856-34.0% | $3,054+26.6% |
| Admin fee / account holder | $224 | $1,700-86.9% | $20,388-98.9% | $3,102-92.8% |