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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 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 INNVOVATION DRIVE · DAYTON, OH 45342 | Accounting | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,520 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $203 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,068 | $69,774+196.8% | $67,575+206.4% | $74,459+178.1% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 15.13% | -40.53%+55.7pp | 3528.98%-3513.8pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $5,553 | $2,710+104.9% | $2,736+103.0% | $2,626+111.5% |
| Participant deferral / active EE | $7,959 | $3,636+118.9% | $4,003+98.8% | $4,350+83.0% |
| Admin fee / account holder | $161 | $890-81.9% | $3,993-96.0% | $1,945-91.7% |