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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 | $51,096-80.4% | $100,712-90.1% | $71,012-85.9% |
| Participation rate | 75.3% | 47.0%+28.3pp | 69.3%+6.0pp | 58.6%+16.7pp |
| Annual return | 12.06% | 16.42%-4.4pp | 33.27%-21.2pp | 37.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,127-100.0% | $2,313-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,679 | $1,937+38.3% | $4,085-34.4% | $3,246-17.5% |
| Admin fee / account holder | $45 | $2,179-98.0% | $9,256-99.5% | $1,167-96.2% |