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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,697 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $25,929 |
MY BENEFITS, LLC6 years Service code 13 · EIN 45-2098380 | Contract Administrator | $8,891 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,178 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,769 | $79,184-5.6% | $102,438-27.0% | $74,546+0.3% |
| Participation rate | 73.1% | 74.8%-1.7pp | 76.5%-3.4pp | 67.2%+5.9pp |
| Annual return | 11.97% | 54.95%-43.0pp | 29.37%-17.4pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $4,205 | $2,362+78.0% | $3,024+39.1% | $2,624+60.2% |
| Participant deferral / active EE | $5,872 | $4,414+33.0% | $5,054+16.2% | $4,347+35.1% |
| Admin fee / account holder | $232 | $2,001-88.4% | $9,448-97.5% | $1,944-88.1% |