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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 | $253,289 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $109,070 |
QDRO CONSULTANTS COMPANY, LLC9+ 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 | $74,160 | $107,415-31.0% | $135,942-45.4% | $80,149-7.5% |
| Participation rate | 91.1% | 78.0%+13.1pp | 81.9%+9.2pp | 72.9%+18.2pp |
| Annual return | 17.07% | 91.99%-74.9pp | 68.28%-51.2pp | 40.39%-23.3pp |
| Employer contribution / active EE | $1,646 | $3,878-57.6% | $4,858-66.1% | $2,977-44.7% |
| Participant deferral / active EE | $6,255 | $8,189-23.6% | $7,759-19.4% | $5,015+24.7% |
| Admin fee / account holder | $145 | $127+14.1% | $10,764-98.7% | $1450% |