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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $22,517 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,557 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY ROAD, SUITE 200 · KENOSHA, WI 531443737 | Contract Administrator | $5,040 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,666 |
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.
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 | $72,853 | $80,985-10.0% | $96,576-24.6% | $75,181-3.1% |
| Participation rate | 54.0% | 71.8%-17.8pp | 76.0%-22.0pp | 67.2%-13.2pp |
| Annual return | 14.92% | 27.05%-12.1pp | 25.87%-10.9pp | 160.69%-145.8pp |
| Employer contribution / active EE | $404 | $2,282-82.3% | $2,965-86.4% | $2,671-84.9% |
| Participant deferral / active EE | $5,512 | $3,929+40.3% | $4,851+13.6% | $4,126+33.6% |
| Admin fee / account holder | $427 | $6,719-93.6% | $8,253-94.8% | $5,650-92.4% |