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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $278,719 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $60,012 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,377 | $50,151-51.4% | $149,696-83.7% | $80,157-69.6% |
| Participation rate | 92.3% | 64.3%+28.1pp | 78.8%+13.6pp | 72.9%+19.4pp |
| Annual return | 17.28% | 29.80%-12.5pp | 134.46%-117.2pp | 40.39%-23.1pp |
| Employer contribution / active EE | $329 | $1,867-82.4% | $4,821-93.2% | $2,977-88.9% |
| Participant deferral / active EE | $2,960 | $3,194-7.3% | $5,682-47.9% | $5,015-41.0% |
| Admin fee / account holder | $81 | $153-46.8% | $13,212-99.4% | $145-44.0% |