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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 · EIN 20-3691708 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $59,545 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 TWO JERICHO PLAZA · JERICO, NY 11753 | Advisory (Plan) | $25,000 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $24,720 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $13,337 |
ROBERT CHEVERIE10+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,299 | $83,023+105.1% | $102,437+66.2% | $77,762+119.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.79% | 19.12%-2.3pp | 24.95%-8.2pp | 31.27%-14.5pp |
| Employer contribution / active EE | $8,323 | $3,552+134.3% | $3,871+115.0% | $2,728+205.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $448 | $639-30.0% | $8,388-94.7% | $433+3.4% |