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 | $80,332+24.7% | $107,187-6.6% | $64,097+56.2% |
| Participation rate | 97.1% | 54.4%+42.7pp | 75.0%+22.1pp | 55.2%+42.0pp |
| Annual return | 16.84% | 24.26%-7.4pp | 204.55%-187.7pp | 34.64%-17.8pp |
| Employer contribution / active EE | $2,261 | $2,501-9.6% | $3,782-40.2% | $1,891+19.5% |
| Participant deferral / active EE | $5,291 | $3,109+70.2% | $5,096+3.8% | $3,080+71.8% |
| Admin fee / account holder | $335 | $4,314-92.2% | $9,162-96.3% | $3,454-90.3% |