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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 | $13,397 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $10,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,368 | $51,821+6.8% | $93,696-40.9% | - |
| Participation rate | 98.0% | 67.7%+30.3pp | 68.7%+29.3pp | - |
| Annual return | 22.05% | 11.30%+10.8pp | 133.74%-111.7pp | - |
| Employer contribution / active EE | $1,535 | $1,278+20.2% | $2,422-36.6% | - |
| Participant deferral / active EE | $6,725 | $3,260+106.3% | $4,417+52.3% | - |
| Admin fee / account holder | $156 | $4,565-96.6% | $8,287-98.1% | - |