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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 | $60,242 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $47,373 |
Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,118 |
Filed as: TIC MIDWEST Service code 10 · EIN 13-6233976 | Accounting | $18,838 |
MAY OBERFELL LORBER3 years Filed as: MAY, OBERFELL, LORBER Service code 29 · EIN 35-0914880 | Legal | $17,689 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $15,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,354 | $241,850-57.3% | $102,437+0.9% | $200,096-48.3% |
| Participation rate | 59.3% | 78.3%-19.1pp | 74.5%-15.3pp | 72.0%-12.8pp |
| Annual return | 11.33% | 17.67%-6.3pp | 24.95%-13.6pp | 34.26%-22.9pp |
| Employer contribution / active EE | $5,095 | $4,253+19.8% | $3,871+31.6% | $3,038+67.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $147 | $288-49.1% | $8,388-98.3% | $269-45.5% |