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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $19,574 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Direct payment ... | $2,100 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $666,680 | $84,493+689.0% | $125,381+431.7% | $66,938+896.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -12.43% | -8.49%-3.9pp | 572.31%-584.7pp | 1.58%-14.0pp |
| Employer contribution / active EE | $20,749 | $3,554+483.9% | $4,815+330.9% | $2,545+715.2% |
| Participant deferral / active EE | $12,768 | $6,783+88.2% | $7,448+71.4% | $4,238+201.3% |
| Admin fee / account holder | $97 | $685-85.8% | $10,007-99.0% | $594-83.6% |