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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 | $7,322 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $606 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,366 | $60,989-51.8% | $60,906-51.8% | $66,938-56.1% |
| Participation rate | 42.5% | 74.5%-32.0pp | 73.1%-30.6pp | 69.8%-27.3pp |
| Annual return | -20.51% | -9.60%-10.9pp | 16.94%-37.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $771 | $2,661-71.0% | $2,703-71.5% | $2,545-69.7% |
| Participant deferral / active EE | $3,041 | $3,615-15.9% | $3,814-20.3% | $4,238-28.2% |
| Admin fee / account holder | $121 | $338-64.3% | $3,227-96.3% | $594-79.6% |