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| Provider | Service type | Compensation |
|---|---|---|
OTHER1 year Service code 99 | Other Fees | $6,186 |
JACKSON KELLY PLLC3 years Service code 10 · EIN 55-0394215 PO BOX 553 · CHARLESTON, WV 25322 | Accounting | $1,160 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $720 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVCS INC Service code 15 · EIN 51-0116113 28 LIBERTY STREET · NEW YORK, NY 10005 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,674 | $65,061-60.5% | $143,757-82.1% | $66,914-61.6% |
| Participation rate | 56.0% | 65.2%-9.2pp | 80.3%-24.3pp | 69.8%-13.8pp |
| Annual return | -12.93% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,196 | $2,361-49.3% | $4,951-75.8% | $2,544-53.0% |
| Participant deferral / active EE | $1,681 | $2,919-42.4% | $5,637-70.2% | $4,237-60.3% |
| Admin fee / account holder | $92 | $502-81.7% | $14,673-99.4% | $593-84.5% |