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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,205 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $16,239 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $1,698 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,717 | $44,626-37.9% | $86,216-67.9% | $80,157-65.4% |
| Participation rate | 19.3% | 63.5%-44.2pp | 69.0%-49.6pp | 72.9%-53.6pp |
| Annual return | 133.84% | 19.61%+114.2pp | 1169.42%-1035.6pp | 40.39%+93.4pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,382-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $1,222 | $2,769-55.9% | $3,986-69.3% | $5,015-75.6% |
| Admin fee / account holder | $87 | $133-34.9% | $6,853-98.7% | $145-40.2% |