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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 | $25,478 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $12,278 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION SERVICES, LLC. Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $8,974 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 | Contract Administrator | $3,108 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 1 NEW YORK PLAZA 12 FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,428 | $125,814-72.6% | $170,055-79.8% | $75,184-54.2% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 12.59% | 27.20%-14.6pp | 53.43%-40.8pp | 160.78%-148.2pp |
| Employer contribution / active EE | $936 | $4,617-79.7% | $6,790-86.2% | $2,671-65.0% |
| Participant deferral / active EE | $1,726 | $6,839-74.8% | $10,410-83.4% | $4,127-58.2% |
| Admin fee / account holder | $22,458 | $8,177+174.6% | $12,828+75.1% | $5,652+297.4% |