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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 | $50,860+23.9% | $155,574-59.5% | $77,714-18.9% |
| Participation rate | 70.5% | 63.1%+7.3pp | 78.2%-7.7pp | 70.6%-0.1pp |
| Annual return | 15.99% | 34.86%-18.9pp | 64.87%-48.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,909 | $1,991-4.1% | $4,676-59.2% | $2,727-30.0% |
| Participant deferral / active EE | $11,794 | $2,825+317.5% | $5,629+109.5% | $4,649+153.7% |
| Admin fee / account holder | $52 | $436-88.2% | $15,914-99.7% | $433-88.1% |