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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 | $67,594+236.5% | $77,361+194.0% | $69,733+226.2% |
| Participation rate | 98.6% | 71.7%+26.9pp | 75.0%+23.6pp | 62.5%+36.1pp |
| Annual return | 13.47% | 19.20%-5.7pp | 1011.54%-998.1pp | 15.22%-1.8pp |
| Employer contribution / active EE | $5,648 | $2,649+113.2% | $2,990+88.9% | $2,250+151.0% |
| Participant deferral / active EE | $8,104 | $3,401+138.3% | $3,911+107.2% | $3,054+165.3% |
| Admin fee / account holder | $225 | $1,159-80.6% | $5,894-96.2% | $3,102-92.8% |