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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 219612 · KANSAS CITY, MO 641219612 | Contract Administrator | $31,688 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,855 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $5,781 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $97 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,013 | $51,169-80.4% | $108,753-90.8% | $65,191-84.6% |
| Participation rate | 75.3% | 47.1%+28.2pp | 71.1%+4.2pp | 63.0%+12.3pp |
| Annual return | 12.06% | 15.72%-3.7pp | 37.47%-25.4pp | 51.24%-39.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,427-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $2,679 | $1,765+51.8% | $4,115-34.9% | $2,671+0.3% |
| Admin fee / account holder | $45 | $1,722-97.4% | $10,320-99.6% | $907-95.1% |