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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $21,614 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $11,272 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $193 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $332,085-100.0% | $149,723-100.0% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 7.16% | 51.60%-44.4pp | 134.50%-127.3pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,821-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,682-100.0% | - |
| Admin fee / account holder | $0 | $47,995-100.0% | $13,215-100.0% | - |