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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 | $130,795-44.0% | $173,730-57.8% | $64,728+13.2% |
| Participation rate | 95.5% | 69.9%+25.6pp | 79.6%+15.9pp | 57.9%+37.6pp |
| Annual return | 12.42% | 13.01%-0.6pp | 19.96%-7.5pp | 49.38%-37.0pp |
| Employer contribution / active EE | $2,052 | $2,914-29.6% | $4,577-55.2% | $2,243-8.5% |
| Participant deferral / active EE | $5,715 | $3,477+64.4% | $6,326-9.7% | $2,729+109.4% |
| Admin fee / account holder | $194 | $1,356-85.7% | $17,523-98.9% | $1,145-83.1% |