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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,328 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $3,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,014 | $50,919+23.8% | $155,556-59.5% | $77,762-19.0% |
| Participation rate | 70.5% | 63.1%+7.4pp | 78.2%-7.7pp | 70.6%-0.1pp |
| Annual return | 15.99% | 34.84%-18.8pp | 64.84%-48.9pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,909 | $1,991-4.2% | $4,675-59.2% | $2,728-30.0% |
| Participant deferral / active EE | $11,794 | $2,824+317.6% | $5,631+109.4% | $4,651+153.6% |
| Admin fee / account holder | $52 | $437-88.2% | $15,885-99.7% | $433-88.1% |