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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $18,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $5,094 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,782 | $65,582+183.3% | $64,097+189.8% | $71,529+159.7% |
| Participation rate | 98.0% | 73.2%+24.9pp | 72.3%+25.7pp | 67.9%+30.1pp |
| Annual return | 12.24% | 18.96%-6.7pp | 33.75%-21.5pp | 28.97%-16.7pp |
| Employer contribution / active EE | $5,391 | $2,671+101.9% | $2,750+96.0% | $2,590+108.2% |
| Participant deferral / active EE | $7,109 | $3,628+95.9% | $3,881+83.2% | $4,291+65.7% |
| Admin fee / account holder | $89 | $616-85.6% | $3,070-97.1% | $1,588-94.4% |