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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $78,928 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,963 |
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 | $280,050 | $76,112+267.9% | $96,544+190.1% | $71,529+291.5% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+16.9pp | 67.9%+24.9pp |
| Annual return | 11.74% | 22.80%-11.1pp | 25.88%-14.1pp | 28.97%-17.2pp |
| Employer contribution / active EE | $9,418 | $2,248+319.0% | $2,966+217.5% | $2,590+263.7% |
| Participant deferral / active EE | $4,283 | $4,217+1.6% | $4,851-11.7% | $4,291-0.2% |
| Admin fee / account holder | $603 | $2,708-77.8% | $8,254-92.7% | $1,588-62.1% |