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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $81,304 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,691 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,188 |
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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,579 | $79,184+277.1% | $102,438+191.5% | $74,546+300.5% |
| Participation rate | 85.5% | 74.8%+10.7pp | 76.5%+9.0pp | 67.2%+18.3pp |
| Annual return | 11.15% | 54.95%-43.8pp | 29.37%-18.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $9,332 | $2,362+295.1% | $3,024+208.6% | $2,624+255.6% |
| Participant deferral / active EE | $3,836 | $4,414-13.1% | $5,054-24.1% | $4,347-11.8% |
| Admin fee / account holder | $759 | $2,001-62.1% | $9,448-92.0% | $1,944-60.9% |