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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,001 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $40,396 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,004 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $6,130 |
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.
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 | $162,682 | $79,045+105.8% | $100,378+62.1% | $74,429+118.6% |
| Participation rate | 97.0% | 79.4%+17.6pp | 81.5%+15.5pp | 67.2%+29.8pp |
| Annual return | 13.25% | 20.61%-7.4pp | 49.41%-36.2pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,742 | $3,015-42.2% | $3,942-55.8% | $2,625-33.6% |
| Participant deferral / active EE | $8,896 | $7,751+14.8% | $8,087+10.0% | $4,348+104.6% |
| Admin fee / account holder | $633 | $1,335-52.6% | $7,899-92.0% | $1,944-67.4% |