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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 | $101,745 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $41,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $364 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $14,574 | $84,784-82.8% | $98,461-85.2% | $74,460-80.4% |
| Participation rate | 58.6% | 81.5%-22.9pp | 75.2%-16.6pp | 70.7%-12.1pp |
| Annual return | 16.91% | 20.59%-3.7pp | 21.17%-4.3pp | 34.38%-17.5pp |
| Employer contribution / active EE | $870 | $3,364-74.2% | $3,049-71.5% | $2,638-67.0% |
| Participant deferral / active EE | $2,438 | $5,218-53.3% | $4,738-48.5% | $4,530-46.2% |
| Admin fee / account holder | $131 | $204-35.9% | $8,961-98.5% | $348-62.3% |