Filed April 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172,432 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $128,460 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $95,384 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51,261 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,719 | $50,150-10.8% | $149,723-70.1% | $80,169-44.2% |
| Participation rate | 99.9% | 64.3%+35.6pp | 78.8%+21.2pp | 72.9%+27.0pp |
| Annual return | 21.92% | 29.80%-7.9pp | 134.50%-112.6pp | 40.39%-18.5pp |
| Employer contribution / active EE | $4,771 | $1,868+155.4% | $4,821-1.0% | $2,978+60.2% |
| Participant deferral / active EE | $4,190 | $3,195+31.1% | $5,682-26.3% | $5,016-16.5% |
| Admin fee / account holder | $118 | $153-22.7% | $13,215-99.1% | $145-18.6% |