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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 | $40,782 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $21,844 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $5,334 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $889 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $556 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $556 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,105 | $49,451-47.2% | $79,580-67.2% | $66,938-61.0% |
| Participation rate | 88.5% | 61.3%+27.2pp | 69.5%+19.0pp | 69.8%+18.7pp |
| Annual return | -17.44% | 84.25%-101.7pp | 0.15%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,666 | $1,266+110.7% | $2,413+10.5% | $2,545+4.8% |
| Participant deferral / active EE | $3,860 | $3,159+22.2% | $3,985-3.2% | $4,238-8.9% |
| Admin fee / account holder | $247 | $595-58.4% | $6,835-96.4% | $594-58.3% |