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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 | $115,410 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,130 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,030 | $79,045+43.0% | $100,378+12.6% | $74,429+51.9% |
| Participation rate | 98.6% | 79.4%+19.1pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 15.82% | 20.61%-4.8pp | 49.41%-33.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $4,917 | $3,015+63.1% | $3,942+24.7% | $2,625+87.3% |
| Participant deferral / active EE | $12,528 | $7,751+61.6% | $8,087+54.9% | $4,348+188.1% |
| Admin fee / account holder | $200 | $1,335-85.0% | $7,899-97.5% | $1,944-89.7% |