Filed November 2, 2018
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,426 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,796 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,018 | $83,023-15.7% | $102,437-31.6% | $77,762-10.0% |
| Participation rate | 26.0% | 71.5%-45.5pp | 74.5%-48.5pp | 70.6%-44.6pp |
| Annual return | 12.19% | 19.12%-6.9pp | 24.95%-12.8pp | 31.27%-19.1pp |
| Employer contribution / active EE | $827 | $3,552-76.7% | $3,871-78.6% | $2,728-69.7% |
| Participant deferral / active EE | $1,736 | $4,110-57.8% | $5,060-65.7% | $4,651-62.7% |
| Admin fee / account holder | $462 | $639-27.7% | $8,388-94.5% | $433+6.7% |