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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $94,357 |
THE BENEFIT PRACTICE6 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $26,083 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,389 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,907 |
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 | $108,450 | $84,482+28.4% | $125,363-13.5% | $66,930+62.0% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.06% | -8.49%-6.6pp | 572.15%-587.2pp | 1.57%-16.6pp |
| Employer contribution / active EE | $5,139 | $3,553+44.6% | $4,815+6.7% | $2,545+101.9% |
| Participant deferral / active EE | $11,595 | $6,782+71.0% | $7,447+55.7% | $4,238+173.6% |
| Admin fee / account holder | $671 | $685-2.1% | $10,005-93.3% | $593+13.0% |