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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,972 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $14,068 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,395 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,304 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $428 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $87,115 | $61,391+41.9% | $149,723-41.8% | $71,529+21.8% |
| Participation rate | 98.2% | 62.5%+35.7pp | 78.8%+19.4pp | 67.9%+30.3pp |
| Annual return | 14.29% | 35.88%-21.6pp | 134.50%-120.2pp | 28.97%-14.7pp |
| Employer contribution / active EE | $4,201 | $2,384+76.2% | $4,821-12.9% | $2,590+62.2% |
| Participant deferral / active EE | $6,975 | $2,921+138.8% | $5,682+22.7% | $4,291+62.5% |
| Admin fee / account holder | $455 | $1,264-64.0% | $13,215-96.6% | $1,588-71.4% |