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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 | $222,963 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $113,584 |
Filed as: GP STRATEGIES CORPORATION Service code 99 11000 BROKEN LAND PKWY STE 300 · COLUMBIA, MD 21044 | Other Fees | $28,030 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $86,905 | $122,219-28.9% | $147,096-40.9% | $199,921-56.5% |
| Participation rate | 70.5% | 78.3%-7.8pp | 82.2%-11.7pp | 72.0%-1.5pp |
| Annual return | -1.28% | 30.59%-31.9pp | 419.75%-421.0pp | 34.28%-35.6pp |
| Employer contribution / active EE | $1,664 | $4,096-59.4% | $4,936-66.3% | $3,035-45.2% |
| Participant deferral / active EE | $6,731 | $8,503-20.8% | $8,071-16.6% | $5,089+32.3% |
| Admin fee / account holder | $188 | $179+4.7% | $13,005-98.6% | $269-30.3% |