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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,943 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,556 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,494 | $89,123-33.2% | $102,460-41.9% | $77,762-23.5% |
| Participation rate | 63.3% | 80.9%-17.6pp | 76.5%-13.2pp | 70.6%-7.3pp |
| Annual return | 9.33% | 25.05%-15.7pp | 29.47%-20.1pp | 31.27%-21.9pp |
| Employer contribution / active EE | $2,190 | $2,700-18.9% | $3,025-27.6% | $2,728-19.7% |
| Participant deferral / active EE | $4,701 | $5,148-8.7% | $5,056-7.0% | $4,651+1.1% |
| Admin fee / account holder | $147 | $236-37.8% | $9,460-98.4% | $433-66.1% |