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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,489 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5117 GREEN BAY ROAD · KENOSHA, WI 531443737 | Contract Administrator | $13,579 |
Filed as: MORGAN STANLEY INSURANCE COMPANY Service code 55 | Other Commissions | $12,079 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENVILLE, CO 80111 | Investment Management | $1,540 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $322 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $6,840 | $80,781-91.5% | $102,437-93.3% | $74,478-90.8% |
| Participation rate | 74.0% | 65.7%+8.4pp | 74.5%-0.5pp | 67.2%+6.8pp |
| Annual return | 12.05% | 27.58%-15.5pp | 24.95%-12.9pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,184 | $3,160-62.5% | $3,871-69.4% | $2,626-54.9% |
| Participant deferral / active EE | $2,816 | $3,862-27.1% | $5,060-44.4% | $4,350-35.3% |
| Admin fee / account holder | $169 | $2,372-92.9% | $8,388-98.0% | $1,946-91.3% |