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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,952 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,663 |
RSM US LLP1+ years Service code 99 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Fees | $15,000 |
Annual investment return 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).
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 | $19,540 | $91,394-78.6% | $130,026-85.0% | $74,440-73.8% |
| Participation rate | 91.8% | 77.8%+14.1pp | 78.5%+13.3pp | 70.7%+21.1pp |
| Annual return | -41.18% | 23.20%-64.4pp | -137.26%+96.1pp | 34.37%-75.5pp |
| Employer contribution / active EE | $2,644 | $2,565+3.1% | $4,321-38.8% | $2,638+0.2% |
| Participant deferral / active EE | $4,801 | $4,721+1.7% | $5,821-17.5% | $4,529+6.0% |
| Admin fee / account holder | $125 | $284-55.9% | $10,608-98.8% | $348-64.1% |