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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $701,955 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $120,000 |
Service code 11 40 NORTH MERRIMON AVE · ASHVILLE, NC 28804 | Actuarial | $6,523 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,888 | $52,346-0.9% | $143,801-63.9% | $78,104-33.6% |
| Participation rate | 86.7% | 72.7%+14.0pp | 80.3%+6.4pp | 74.5%+12.2pp |
| Annual return | -17.74% | -14.19%-3.5pp | -0.04%-17.7pp | 10.90%-28.6pp |
| Employer contribution / active EE | $2,494 | $2,131+17.0% | $4,952-49.7% | $3,128-20.3% |
| Participant deferral / active EE | $3,331 | $3,800-12.4% | $5,639-40.9% | $5,089-34.6% |
| Admin fee / account holder | $141 | $63+121.5% | $14,680-99.0% | $79+77.9% |