Filed February 15, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $162,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $52,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $58,646 | $96,805-39.4% | $153,741-61.9% | $77,762-24.6% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.1%-16.0pp | 70.6%-9.5pp |
| Annual return | 12.95% | 14.39%-1.4pp | 15.71%-2.8pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,729 | $5,232-67.0% | $5,042-65.7% | $2,728-36.6% |
| Participant deferral / active EE | $2,724 | $6,601-58.7% | $6,757-59.7% | $4,651-41.4% |
| Admin fee / account holder | $252 | $182+38.3% | $12,749-98.0% | $433-41.8% |