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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,872 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,462 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,419 |
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 | $61,945 | $101,591-39.0% | $147,096-57.9% | $74,429-16.8% |
| Participation rate | 69.0% | 75.5%-6.6pp | 82.2%-13.2pp | 67.2%+1.8pp |
| Annual return | 17.86% | 8746.45%-8728.6pp | 419.75%-401.9pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $3,098 | $3,813-18.7% | $4,936-37.2% | $2,625+18.0% |
| Participant deferral / active EE | $7,248 | $7,302-0.7% | $8,071-10.2% | $4,348+66.7% |
| Admin fee / account holder | $131 | $1,750-92.5% | $13,005-99.0% | $1,944-93.3% |