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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $20,392 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,969 | $49,451+11.2% | $79,580-30.9% | $66,938-17.9% |
| Participation rate | 94.1% | 61.3%+32.7pp | 69.5%+24.6pp | 69.8%+24.3pp |
| Annual return | -15.13% | 84.25%-99.4pp | 0.15%-15.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,563 | $1,266+23.5% | $2,413-35.2% | $2,545-38.6% |
| Participant deferral / active EE | $5,085 | $3,159+61.0% | $3,985+27.6% | $4,238+20.0% |
| Admin fee / account holder | $265 | $595-55.4% | $6,835-96.1% | $594-55.3% |