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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 | $105,248+747.1% | $147,318+505.2% | $71,012+1155.5% |
| Participation rate | 96.0% | 66.1%+29.9pp | 82.1%+13.9pp | 58.6%+37.4pp |
| Annual return | 10.46% | 26.02%-15.6pp | 70.43%-60.0pp | 37.67%-27.2pp |
| Employer contribution / active EE | $21,695 | $3,785+473.2% | $4,593+372.4% | $2,348+824.0% |
| Participant deferral / active EE | $16,915 | $6,452+162.2% | $7,906+113.9% | $3,246+421.1% |
| Admin fee / account holder | $750 | $862-13.0% | $13,708-94.5% | $1,167-35.7% |