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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,786 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $659 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,638 | $34,634-89.5% | $77,081-95.3% | $64,814-94.4% |
| Participation rate | 31.8% | 49.8%-18.1pp | 67.9%-36.2pp | 71.5%-39.7pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.33%-42.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $141 | $1,385-89.9% | $2,813-95.0% | $2,507-94.4% |
| Participant deferral / active EE | $837 | $2,553-67.2% | $4,428-81.1% | $4,310-80.6% |
| Admin fee / account holder | $34 | $178-80.7% | $5,427-99.4% | $188-81.7% |