Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $37,684 |
MORGAN STANLEY SMITH BARNEY5 years Service code 49 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Services | $26,242 |
Participant contribution per participant 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 | $14,757 | $46,332-68.2% | $143,799-89.7% | $64,819-77.2% |
| Participation rate | 84.3% | 64.2%+20.1pp | 80.3%+4.0pp | 71.5%+12.8pp |
| Annual return | -13.10% | -10.05%-3.0pp | -0.04%-13.1pp | 32.84%-45.9pp |
| Employer contribution / active EE | $1,827 | $1,911-4.4% | $4,952-63.1% | $2,507-27.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $74 | $154-51.8% | $14,677-99.5% | $188-60.5% |