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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,799 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,158 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,212 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,106 |
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 | $59,912 | $55,446+8.1% | $155,574-61.5% | $74,429-19.5% |
| Participation rate | 71.7% | 61.9%+9.8pp | 78.2%-6.5pp | 67.2%+4.5pp |
| Annual return | 14.01% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $1,015 | $2,266-55.2% | $4,676-78.3% | $2,625-61.3% |
| Participant deferral / active EE | $3,010 | $2,836+6.1% | $5,629-46.5% | $4,348-30.8% |
| Admin fee / account holder | $407 | $1,743-76.6% | $15,914-97.4% | $1,944-79.1% |