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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,228 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INS SERVICES Service code 53 · EIN 51-0116113 | Insurance Commissions | $14,717 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 | Contract Administrator | $9,874 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,374 | $78,607-58.8% | $105,624-69.4% | $74,478-56.5% |
| Participation rate | 86.8% | 72.8%+14.0pp | 75.3%+11.6pp | 67.2%+19.6pp |
| Annual return | 12.37% | 15.96%-3.6pp | 116.20%-103.8pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $974 | $2,523-61.4% | $3,168-69.2% | $2,626-62.9% |
| Participant deferral / active EE | $2,740 | $4,325-36.6% | $5,013-45.3% | $4,350-37.0% |
| Admin fee / account holder | $145 | $2,220-93.5% | $10,961-98.7% | $1,946-92.6% |