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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,316 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $647 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,526 | $45,343-26.1% | $150,298-77.7% | $67,986-50.7% |
| Participation rate | 94.6% | 51.9%+42.7pp | 77.8%+16.8pp | 57.2%+37.4pp |
| Annual return | 9.44% | 33.28%-23.8pp | 62.79%-53.3pp | 31.67%-22.2pp |
| Employer contribution / active EE | $2,271 | $1,462+55.4% | $4,154-45.3% | $2,019+12.5% |
| Participant deferral / active EE | $2,971 | $2,055+44.6% | $5,453-45.5% | $3,358-11.5% |
| Admin fee / account holder | $109 | $2,250-95.1% | $14,116-99.2% | $3,203-96.6% |