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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-0974148 | Recordkeeping Fees | $26,886 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $1 |
Service code 33 · EIN 94-3467207 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,099 | $117,025+16.3% | $91,541+48.7% | $85,563+59.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 12.59% | 18.02%-5.4pp | 20.50%-7.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $5,673 | $2,120+167.5% | $2,505+126.5% | $2,654+113.8% |
| Participant deferral / active EE | $3,705 | $3,446+7.5% | $4,008-7.6% | $4,375-15.3% |
| Admin fee / account holder | $535 | $1,242-57.0% | $6,956-92.3% | $834-35.9% |