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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,859 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SERVICES INC. Service code 55 | Other Commissions | $10,943 |
BENEFIT SOLUTIONS, ETC.3 years Filed as: BENEFIT SOLUTIONS ETC Service code 13 · EIN 81-3186048 2312 FAR HILLS AVE · DAYTON, OH 45419 | Contract Administrator | $6,897 |
BENEFIT SOLUTIONS, ETC.3 years Filed as: BENEFIT SOLUTIONS ETC. Service code 13 | Contract Administrator | $2,566 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $484 |
Filed as: BARNES DENNING Service code 10 · EIN 31-1119890 150 EAST 4TH STREET · CINCINNATI, OH 45202 | Accounting | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 55 · EIN 51-0116113 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,599 | $122,063-61.0% | $184,256-74.2% | $74,478-36.1% |
| Participation rate | 44.0% | 85.5%-41.5pp | 86.8%-42.9pp | 67.2%-23.3pp |
| Annual return | 11.13% | 19.92%-8.8pp | 28.85%-17.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,451 | $4,539-68.0% | $6,427-77.4% | $2,626-44.7% |
| Participant deferral / active EE | $2,535 | $7,144-64.5% | $9,133-72.2% | $4,350-41.7% |
| Admin fee / account holder | $375 | $1,253-70.1% | $13,899-97.3% | $1,946-80.7% |