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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,398 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,823 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,261 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,657 |
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 | $51,013 | $65,092-21.6% | $143,799-64.5% | $66,938-23.8% |
| Participation rate | 78.6% | 65.2%+13.4pp | 80.3%-1.7pp | 69.8%+8.8pp |
| Annual return | -14.21% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,320 | $2,362-44.1% | $4,952-73.3% | $2,545-48.1% |
| Participant deferral / active EE | $4,195 | $2,920+43.7% | $5,638-25.6% | $4,238-1.0% |
| Admin fee / account holder | $406 | $502-19.2% | $14,677-97.2% | $594-31.6% |