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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,777 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $490 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,131 | $61,391+146.2% | $149,723+0.9% | $71,529+111.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.31% | 35.88%-21.6pp | 134.50%-120.2pp | 28.97%-14.7pp |
| Employer contribution / active EE | $6,921 | $2,384+190.4% | $4,821+43.6% | $2,590+167.3% |
| Participant deferral / active EE | $7,348 | $2,921+151.6% | $5,682+29.3% | $4,291+71.2% |
| Admin fee / account holder | $28 | $1,264-97.8% | $13,215-99.8% | $1,588-98.2% |