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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 | $698,664 |
MORGAN STANLEY SMITH BARNEY6 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 |
PUGH & COMPANY, PC1 year Filed as: PUGH & COMPANY PC Service code 10 · EIN 62-1142155 | Accounting | $33,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,559 | $59,312-4.6% | $149,740-62.2% | $103,657-45.4% |
| Participation rate | 93.4% | 70.3%+23.1pp | 78.8%+14.6pp | 73.4%+20.0pp |
| Annual return | 19.68% | 78.03%-58.4pp | 134.51%-114.8pp | 33.13%-13.5pp |
| Employer contribution / active EE | $2,663 | $2,187+21.8% | $4,821-44.8% | $3,216-17.2% |
| Participant deferral / active EE | $3,642 | $3,719-2.1% | $5,683-35.9% | $5,218-30.2% |
| Admin fee / account holder | $129 | $103+25.6% | $13,222-99.0% | $114+13.0% |