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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY ROAD · KENOSHA, WI 531443737 | Contract Administrator | $10,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,430 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $7,301 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $983 |
Filed as: MORGAN STANELY INSURANCE COMPANY Service code 55 | Other Commissions | $147 |
Filed as: MORGAN STANELY 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,262 | $76,696-87.9% | $96,515-90.4% | $71,511-87.0% |
| Participation rate | 83.3% | 66.6%+16.8pp | 74.3%+9.0pp | 67.9%+15.4pp |
| Annual return | 79.65% | 48.32%+31.3pp | 35.73%+43.9pp | 28.86%+50.8pp |
| Employer contribution / active EE | $1,912 | $3,032-36.9% | $3,740-48.9% | $2,589-26.2% |
| Participant deferral / active EE | $3,562 | $3,770-5.5% | $4,880-27.0% | $4,291-17.0% |
| Admin fee / account holder | $145 | $2,030-92.8% | $6,735-97.8% | $1,588-90.9% |