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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,000 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNOVATION DRIVE · MIAMISBURG, OH 45342 | Accounting | $18,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,433 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,436 | $64,705+251.5% | $62,929+261.4% | $67,986+234.5% |
| Participation rate | 98.6% | 65.6%+33.0pp | 73.1%+25.5pp | 57.2%+41.4pp |
| Annual return | 13.47% | 20.31%-6.8pp | 1063.93%-1050.5pp | 31.67%-18.2pp |
| Employer contribution / active EE | $5,648 | $2,376+137.8% | $2,505+125.5% | $2,019+179.8% |
| Participant deferral / active EE | $8,104 | $3,198+153.4% | $3,888+108.4% | $3,358+141.3% |
| Admin fee / account holder | $225 | $1,428-84.3% | $5,065-95.6% | $3,203-93.0% |