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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177,892 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $69,133 |
RSM US LLP1 year Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $45,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,537 | $83,023-64.4% | $102,437-71.2% | $77,762-62.0% |
| Participation rate | 76.7% | 71.5%+5.1pp | 74.5%+2.2pp | 70.6%+6.1pp |
| Annual return | 8.93% | 19.12%-10.2pp | 24.95%-16.0pp | 31.27%-22.3pp |
| Employer contribution / active EE | -$3 | $3,552-100.1% | $3,871-100.1% | $2,728-100.1% |
| Participant deferral / active EE | $4,384 | $4,110+6.7% | $5,060-13.4% | $4,651-5.7% |
| Admin fee / account holder | $293 | $639-54.2% | $8,388-96.5% | $433-32.3% |