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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 | $30,553 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,371 |
PATRICK HARPER CPA INC1 year Service code 10 10055 SLATER AVE STE 260 · FOUNTAIN VALLEY, CA 92708 | Accounting | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,516 | $62,686-56.1% | $178,505-84.6% | $77,762-64.6% |
| Participation rate | 96.9% | 66.9%+30.0pp | 77.1%+19.8pp | 70.6%+26.3pp |
| Annual return | 11.65% | 16.16%-4.5pp | 27.16%-15.5pp | 31.27%-19.6pp |
| Employer contribution / active EE | $473 | $1,914-75.3% | $3,955-88.0% | $2,728-82.7% |
| Participant deferral / active EE | $3,234 | $4,224-23.4% | $6,280-48.5% | $4,651-30.5% |
| Admin fee / account holder | $199 | $386-48.4% | $10,428-98.1% | $433-53.9% |