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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 851 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,859 |
MORGAN STANLEY SMITH BARNEY3 years Service code 55 1 NEW YORK PLZ FL 12 · ANNUITY AND INS OPS, NY 100041901 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,496 | $78,607-29.4% | $105,624-47.5% | $74,478-25.5% |
| Participation rate | 90.4% | 72.8%+17.6pp | 75.3%+15.1pp | 67.2%+23.2pp |
| Annual return | 13.05% | 15.96%-2.9pp | 116.20%-103.2pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,606 | $2,523+42.9% | $3,168+13.8% | $2,626+37.3% |
| Participant deferral / active EE | $4,369 | $4,325+1.0% | $5,013-12.8% | $4,350+0.4% |
| Admin fee / account holder | $12 | $2,220-99.5% | $10,961-99.9% | $1,946-99.4% |