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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $59,222 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,979 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,455 |
UHY LLP5 years Service code 10 12 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $21,000 |
Filed as: ATLANTIC PENSION SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 220 N UNION ST · KENNETT SQUARE, PA 19348 | Contract Administrator | $7,750 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,715 | $106,230-38.1% | $147,080-55.3% | $77,736-15.5% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 13.07% | 56.91%-43.8pp | 420.17%-407.1pp | 31.26%-18.2pp |
| Employer contribution / active EE | $3,206 | $4,072-21.3% | $4,933-35.0% | $2,728+17.5% |
| Participant deferral / active EE | $7,476 | $8,001-6.6% | $8,066-7.3% | $4,651+60.7% |
| Admin fee / account holder | $432 | $338+27.6% | $12,989-96.7% | $433-0.3% |