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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 | $172,561 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,636 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,895 | $110,258-72.9% | $102,460-70.8% | $200,096-85.1% |
| Participation rate | 89.7% | 86.3%+3.4pp | 76.5%+13.2pp | 72.0%+17.6pp |
| Annual return | 10.95% | 35.78%-24.8pp | 29.47%-18.5pp | 34.26%-23.3pp |
| Employer contribution / active EE | $1,744 | $3,605-51.6% | $3,025-42.4% | $3,038-42.6% |
| Participant deferral / active EE | $3,340 | $6,377-47.6% | $5,056-33.9% | $5,090-34.4% |
| Admin fee / account holder | $119 | $122-2.5% | $9,460-98.7% | $269-55.7% |