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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $20,106 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,738 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,208 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,767 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 2000 CHAPEL VIEW BLVD STE 240 · CRANSTON, RI 02920 | Contract Administrator | $1,058 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,803 | $72,620-34.2% | $90,760-47.3% | $66,938-28.6% |
| Participation rate | 90.0% | 73.7%+16.3pp | 75.7%+14.3pp | 69.8%+20.2pp |
| Annual return | -18.37% | -12.28%-6.1pp | -12.16%-6.2pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,357 | $2,369-42.7% | $2,922-53.5% | $2,545-46.7% |
| Participant deferral / active EE | $4,179 | $3,979+5.0% | $4,565-8.5% | $4,238-1.4% |
| Admin fee / account holder | $281 | $707-60.3% | $8,444-96.7% | $594-52.7% |