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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,522 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $47,764 |
PASI, LLC2 years Filed as: PASI Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $27,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,060 | $92,076-56.5% | $105,607-62.1% | $77,736-48.5% |
| Participation rate | 96.1% | 81.0%+15.0pp | 75.3%+20.8pp | 70.6%+25.5pp |
| Annual return | 17.71% | 17.84%-0.1pp | 116.11%-98.4pp | 31.26%-13.6pp |
| Employer contribution / active EE | $2,532 | $3,370-24.9% | $3,167-20.0% | $2,728-7.2% |
| Participant deferral / active EE | $6,222 | $5,390+15.5% | $5,011+24.2% | $4,651+33.8% |
| Admin fee / account holder | $139 | $219-36.4% | $10,958-98.7% | $433-67.8% |