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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $95,783 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,642 |
Service code 99 300 FRANK W BURR BLVD · TEANECK, NJ 07666 | Other Fees | $13,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,451 | $44,897-1.0% | $85,009-47.7% | $199,768-77.7% |
| Participation rate | 34.7% | 45.7%-11.0pp | 67.5%-32.8pp | 72.0%-37.3pp |
| Annual return | 14.12% | 20.96%-6.8pp | 66.47%-52.4pp | 34.26%-20.1pp |
| Employer contribution / active EE | $664 | $1,365-51.3% | $2,728-75.6% | $3,037-78.1% |
| Participant deferral / active EE | $1,981 | $2,668-25.7% | $4,522-56.2% | $5,090-61.1% |
| Admin fee / account holder | $115 | $584-80.3% | $6,153-98.1% | $269-57.3% |