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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 | $46,688-28.2% | $189,758-82.3% | $69,733-51.9% |
| Participation rate | 94.6% | 61.7%+32.9pp | 79.8%+14.8pp | 62.5%+32.1pp |
| Annual return | 9.44% | 14.35%-4.9pp | 52.62%-43.2pp | 15.22%-5.8pp |
| Employer contribution / active EE | $2,271 | $1,695+34.0% | $4,767-52.4% | $2,250+0.9% |
| Participant deferral / active EE | $2,971 | $2,143+38.6% | $5,856-49.3% | $3,054-2.7% |
| Admin fee / account holder | $109 | $1,700-93.6% | $20,388-99.5% | $3,102-96.5% |