Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $27,240 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,047 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,603 |
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 | $100,138 | $83,369+20.1% | $105,223-4.8% | $67,986+47.3% |
| Participation rate | 97.1% | 56.3%+40.9pp | 75.0%+22.1pp | 57.2%+39.9pp |
| Annual return | 16.84% | 24.64%-7.8pp | 180.65%-163.8pp | 31.67%-14.8pp |
| Employer contribution / active EE | $2,261 | $2,541-11.0% | $3,689-38.7% | $2,019+12.0% |
| Participant deferral / active EE | $5,291 | $3,295+60.6% | $5,072+4.3% | $3,358+57.5% |
| Admin fee / account holder | $335 | $4,073-91.8% | $8,859-96.2% | $3,203-89.5% |