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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,989 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $49,130 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $3,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,323 | $60,393+155.5% | $81,820+88.6% | $74,429+107.3% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.4%+26.9pp | 67.2%+32.1pp |
| Annual return | 14.12% | 16.89%-2.8pp | 777.93%-763.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $3,695 | $2,626+40.7% | $2,915+26.7% | $2,625+40.8% |
| Participant deferral / active EE | $6,895 | $3,397+103.0% | $4,323+59.5% | $4,348+58.6% |
| Admin fee / account holder | $363 | $1,491-75.7% | $7,391-95.1% | $1,944-81.3% |