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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 | $191,835 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE, STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $90,008 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,191 |
RICHEY MAY & CO LLP5 years Service code 10 9605 S KINGSTON CT STE 200 · ENGLEWOOD, CO 80112 | Accounting | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,455 | $122,585-70.3% | $184,256-80.2% | $200,096-81.8% |
| Participation rate | 95.1% | 86.9%+8.2pp | 86.8%+8.3pp | 72.0%+23.1pp |
| Annual return | 17.28% | 144.12%-126.8pp | 28.85%-11.6pp | 34.26%-17.0pp |
| Employer contribution / active EE | $317 | $4,571-93.1% | $6,427-95.1% | $3,038-89.6% |
| Participant deferral / active EE | $6,924 | $7,972-13.1% | $9,133-24.2% | $5,090+36.0% |
| Admin fee / account holder | -$36 | $120-129.7% | $13,899-100.3% | $269-113.2% |