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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $31,840 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,184 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,922 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,965 | $49,915+0.1% | $154,803-67.7% | $74,304-32.8% |
| Participation rate | 86.0% | 54.0%+32.1pp | 78.1%+8.0pp | 60.3%+25.7pp |
| Annual return | 11.58% | 34.06%-22.5pp | 58.88%-47.3pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,703 | $1,611+5.7% | $4,305-60.4% | $2,241-24.0% |
| Participant deferral / active EE | $2,967 | $2,255+31.6% | $5,540-46.5% | $3,767-21.2% |
| Admin fee / account holder | $303 | $2,189-86.2% | $14,329-97.9% | $2,969-89.8% |