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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 4040 W BOY SCOUT BLVD · TAMPA, FL 33607 | Accounting | $32,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,746 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,370 | $75,058+104.3% | $152,301+0.7% | $64,340+138.4% |
| Participation rate | 86.1% | 60.9%+25.2pp | 82.4%+3.7pp | 55.2%+30.9pp |
| Annual return | 4.30% | 29.93%-25.6pp | 80.50%-76.2pp | 24.14%-19.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $20,177 | $5,041+300.3% | $8,004+152.1% | $2,980+577.0% |
| Admin fee / account holder | $348 | $4,050-91.4% | $14,398-97.6% | $3,703-90.6% |