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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 | $65,084+249.5% | $67,681+236.0% | $64,340+253.5% |
| Participation rate | 98.6% | 66.7%+31.8pp | 73.7%+24.9pp | 55.2%+43.3pp |
| Annual return | 13.47% | 20.50%-7.0pp | 590.58%-577.1pp | 24.14%-10.7pp |
| Employer contribution / active EE | $5,648 | $2,398+135.5% | $2,678+110.9% | $1,862+203.4% |
| Participant deferral / active EE | $8,104 | $3,210+152.4% | $3,976+103.8% | $2,980+171.9% |
| Admin fee / account holder | $225 | $1,415-84.1% | $6,100-96.3% | $3,703-93.9% |