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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,482 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEWYORK, NY 10036 | Advisory (Plan) | $29,081 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $3,288 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $1,314 |
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 | $60,167 | $101,591-40.8% | $147,096-59.1% | $74,429-19.2% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 23.07% | 8746.45%-8723.4pp | 419.75%-396.7pp | 1368.38%-1345.3pp |
| Employer contribution / active EE | $4,673 | $3,813+22.6% | $4,936-5.3% | $2,625+78.0% |
| Participant deferral / active EE | $9,821 | $7,302+34.5% | $8,071+21.7% | $4,348+125.9% |
| Admin fee / account holder | $316 | $1,750-82.0% | $13,005-97.6% | $1,944-83.8% |