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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 | $53,834 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $18,952 |
CDH PC1 year Service code 10 100 PIERCE RD · ITASCA, IL 60143 | Accounting | $12,000 |
THE BENEFIT PRACTICE7 years Service code 50 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Direct Payment | $6,028 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $614 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,903 | $76,112+161.3% | $96,544+106.0% | $71,529+178.1% |
| Participation rate | 84.3% | 74.4%+9.9pp | 76.0%+8.4pp | 67.9%+16.4pp |
| Annual return | 18.55% | 22.80%-4.3pp | 25.88%-7.3pp | 28.97%-10.4pp |
| Employer contribution / active EE | $5,578 | $2,248+148.1% | $2,966+88.0% | $2,590+115.4% |
| Participant deferral / active EE | $9,979 | $4,217+136.7% | $4,851+105.7% | $4,291+132.5% |
| Admin fee / account holder | $60 | $2,708-97.8% | $8,254-99.3% | $1,588-96.2% |