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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,903 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 · EIN 51-0116113 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $55,270 |
Service code 13 · EIN 14-1836262 1199 US ROUTE 9W · SELKIRK, NY 12158 | Contract Administrator | $8,801 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,415 | $86,944+1.7% | $107,525-17.8% | $74,304+19.0% |
| Participation rate | 90.5% | 59.6%+31.0pp | 75.1%+15.4pp | 60.3%+30.2pp |
| Annual return | 4.60% | 23.52%-18.9pp | 181.32%-176.7pp | 29.43%-24.8pp |
| Employer contribution / active EE | $3,887 | $2,757+41.0% | $3,754+3.6% | $2,241+73.4% |
| Participant deferral / active EE | $2,646 | $3,554-25.5% | $5,116-48.3% | $3,767-29.8% |
| Admin fee / account holder | $652 | $3,727-82.5% | $8,919-92.7% | $2,969-78.0% |