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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,891 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,776 |
THE BENEFIT PRACTICE8 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $11,295 |
Service code 27 11444 W OLYMPIC BLVD · LOS ANGELES, CA 90064 | Advisory (Plan) | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,597 | $90,170+20.4% | $150,734-28.0% | $69,733+55.7% |
| Participation rate | 53.2% | 60.2%-7.0pp | 78.4%-25.2pp | 62.5%-9.2pp |
| Annual return | 10.07% | 16.56%-6.5pp | 600.81%-590.7pp | 15.22%-5.2pp |
| Employer contribution / active EE | $941 | $3,428-72.6% | $4,918-80.9% | $2,250-58.2% |
| Participant deferral / active EE | $4,033 | $3,086+30.7% | $5,610-28.1% | $3,054+32.0% |
| Admin fee / account holder | $676 | $4,600-85.3% | $14,905-95.5% | $3,102-78.2% |