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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $348,677 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $35,446 |
Filed as: ARCARA ZUCARELLI & LENDA CPA Service code 10 · EIN 47-1793720 | Accounting | $31,564 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $25,883 |
SLEVIN & HART, P.C.5 years Service code 29 1625 MASSACHUSETTS AVE., NW SUITE 4 · WASHINGTON, DC 20036 | Legal | $21,757 |
DECUSOFT6 years Service code 49 1150, 70 HILLTOP ROAD 1003 · RAMSEY, NJ 07446 | Other Services | $17,499 |
Service code 49 · EIN 16-1005993 | Other Services | $7,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,048 | $241,850-80.1% | $102,412-53.1% | $199,960-76.0% |
| Participation rate | 53.6% | 78.3%-24.7pp | 74.5%-20.9pp | 72.0%-18.4pp |
| Annual return | 8.65% | 17.67%-9.0pp | 24.94%-16.3pp | 34.28%-25.6pp |
| Employer contribution / active EE | $1,210 | $4,253-71.5% | $3,870-68.7% | $3,036-60.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $169 | $288-41.4% | $8,388-98.0% | $269-37.3% |