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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 | $12,725 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $1,939 |
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 | $9,808 | $79,169-87.6% | $100,415-90.2% | $74,478-86.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 81.5%+9.4pp | 67.2%+23.7pp |
| Annual return | 115.67% | 20.51%+95.2pp | 49.47%+66.2pp | 1370.56%-1254.9pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,847 | $7,751-50.4% | $8,091-52.4% | $4,350-11.6% |
| Admin fee / account holder | $90 | $1,337-93.3% | $7,906-98.9% | $1,946-95.4% |