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 | $386,076 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $199,649 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $99,332 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,540 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,760 | $53,216-4.6% | $155,534-67.4% | $199,960-74.6% |
| Participation rate | 99.7% | 64.1%+35.6pp | 78.2%+21.5pp | 72.0%+27.7pp |
| Annual return | 16.60% | 41.18%-24.6pp | 64.92%-48.3pp | 34.28%-17.7pp |
| Employer contribution / active EE | $4,961 | $1,848+168.4% | $4,675+6.1% | $3,036+63.4% |
| Participant deferral / active EE | $4,072 | $3,164+28.7% | $5,630-27.7% | $5,087-20.0% |
| Admin fee / account holder | $198 | $186+6.7% | $15,900-98.8% | $269-26.4% |