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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,332+35.2% | $107,187+1.3% | $64,097+69.4% |
| Participation rate | 53.2% | 54.4%-1.2pp | 75.0%-21.8pp | 55.2%-2.0pp |
| Annual return | 10.07% | 24.26%-14.2pp | 204.55%-194.5pp | 34.64%-24.6pp |
| Employer contribution / active EE | $941 | $2,501-62.4% | $3,782-75.1% | $1,891-50.3% |
| Participant deferral / active EE | $4,033 | $3,109+29.7% | $5,096-20.9% | $3,080+31.0% |
| Admin fee / account holder | $676 | $4,314-84.3% | $9,162-92.6% | $3,454-80.4% |