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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,686 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $13,975 |
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 | $29,098 | $81,331-64.2% | $155,534-81.3% | $80,935-64.0% |
| Participation rate | 77.5% | 66.3%+11.3pp | 78.2%-0.7pp | 67.7%+9.9pp |
| Annual return | 10.96% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,581 | $3,105-16.9% | $4,675-44.8% | $2,757-6.4% |
| Participant deferral / active EE | $4,418 | $3,454+27.9% | $5,630-21.5% | $4,299+2.8% |
| Admin fee / account holder | $215 | $7,999-97.3% | $15,900-98.6% | $6,924-96.9% |