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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 | $105,533 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $84,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,241 | $138,891-47.3% | $185,441-60.5% | $65,191+12.3% |
| Participation rate | 95.5% | 74.2%+21.3pp | 80.3%+15.2pp | 63.0%+32.5pp |
| Annual return | 12.42% | 10.99%+1.4pp | 20.16%-7.7pp | 51.24%-38.8pp |
| Employer contribution / active EE | $2,052 | $3,142-34.7% | $4,672-56.1% | $2,400-14.5% |
| Participant deferral / active EE | $5,715 | $3,459+65.2% | $6,152-7.1% | $2,671+113.9% |
| Admin fee / account holder | $194 | $864-77.6% | $17,890-98.9% | $907-78.7% |