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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,138 | $86,944+15.2% | $107,525-6.9% | $74,304+34.8% |
| Participation rate | 97.1% | 59.6%+37.6pp | 75.1%+22.1pp | 60.3%+36.8pp |
| Annual return | 16.84% | 23.52%-6.7pp | 181.32%-164.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,261 | $2,757-18.0% | $3,754-39.8% | $2,241+0.9% |
| Participant deferral / active EE | $5,291 | $3,554+48.9% | $5,116+3.4% | $3,767+40.4% |
| Admin fee / account holder | $335 | $3,727-91.0% | $8,919-96.2% | $2,969-88.7% |