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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 | $78,976+43.1% | $100,383+12.6% | $74,546+51.6% |
| Participation rate | 98.6% | 79.5%+19.1pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 15.82% | 20.62%-4.8pp | 49.26%-33.4pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $4,917 | $3,019+62.9% | $3,944+24.7% | $2,624+87.4% |
| Participant deferral / active EE | $12,528 | $7,758+61.5% | $8,086+54.9% | $4,347+188.2% |
| Admin fee / account holder | $200 | $1,330-85.0% | $7,900-97.5% | $1,944-89.7% |