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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 | $43,496-22.9% | $161,489-79.2% | $64,340-47.9% |
| Participation rate | 94.6% | 53.5%+41.1pp | 78.7%+15.9pp | 55.2%+39.3pp |
| Annual return | 9.44% | 20.76%-11.3pp | 89.72%-80.3pp | 24.14%-14.7pp |
| Employer contribution / active EE | $2,271 | $1,431+58.7% | $4,268-46.8% | $1,862+22.0% |
| Participant deferral / active EE | $2,971 | $1,996+48.8% | $5,630-47.2% | $2,980-0.3% |
| Admin fee / account holder | $109 | $2,330-95.3% | $16,006-99.3% | $3,703-97.0% |