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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 | $18,573 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $17,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,467 | $65,428-62.6% | $169,397-85.6% | $71,529-65.8% |
| Participation rate | 96.2% | 66.9%+29.3pp | 77.2%+19.0pp | 67.9%+28.3pp |
| Annual return | 16.67% | 21.35%-4.7pp | 406.23%-389.6pp | 28.97%-12.3pp |
| Employer contribution / active EE | $712 | $2,064-65.5% | $4,013-82.3% | $2,590-72.5% |
| Participant deferral / active EE | $3,090 | $4,360-29.1% | $6,223-50.3% | $4,291-28.0% |
| Admin fee / account holder | $129 | $1,328-90.3% | $9,017-98.6% | $1,588-91.9% |