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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK NEW YORK, NY 10036 | Advisory (Plan) | $19,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,967 |
METRO BENEFITS, INC.1 year Service code 13 8150 PERRY HWY · PITTSBURGH, PA 15237 | Contract Administrator | $2,786 |
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 | $27,485 | $55,446-50.4% | $155,574-82.3% | $74,429-63.1% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 16.46% | 269.20%-252.7pp | 64.87%-48.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $2,298 | $2,266+1.4% | $4,676-50.8% | $2,625-12.4% |
| Participant deferral / active EE | $3,255 | $2,836+14.8% | $5,629-42.2% | $4,348-25.1% |
| Admin fee / account holder | $179 | $1,743-89.7% | $15,914-98.9% | $1,944-90.8% |