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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175,633 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $126,888 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 4040 W BOY SCOUT BLVD · TAMPA, FL 33607 | Accounting | $32,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $891,534 | $112,596+691.8% | $152,301+485.4% | $64,728+1277.4% |
| Participation rate | 96.0% | 63.6%+32.4pp | 82.4%+13.5pp | 57.9%+38.1pp |
| Annual return | 10.46% | 23.76%-13.3pp | 80.50%-70.0pp | 49.38%-38.9pp |
| Employer contribution / active EE | $21,695 | $3,716+483.8% | $4,624+369.1% | $2,243+867.4% |
| Participant deferral / active EE | $16,915 | $6,075+178.5% | $8,004+111.3% | $2,729+519.7% |
| Admin fee / account holder | $750 | $996-24.7% | $14,398-94.8% | $1,145-34.5% |