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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 | $39,676 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $33,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,912 | $45,109+28.4% | $85,187-32.0% | $77,736-25.5% |
| Participation rate | 55.6% | 48.7%+6.9pp | 67.5%-11.9pp | 70.6%-15.0pp |
| Annual return | 15.16% | 79.55%-64.4pp | 66.67%-51.5pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,982 | $1,602+23.8% | $2,732-27.5% | $2,728-27.3% |
| Participant deferral / active EE | $3,134 | $2,814+11.4% | $4,525-30.7% | $4,651-32.6% |
| Admin fee / account holder | $297 | $915-67.5% | $6,162-95.2% | $433-31.4% |