Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $576 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $265 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,797 | $64,871+174.1% | $129,118+37.7% | $66,949+165.6% |
| Participation rate | 91.7% | 74.0%+17.8pp | 77.2%+14.5pp | 69.8%+21.9pp |
| Annual return | -11.87% | -12.21%+0.3pp | -10.94%-0.9pp | 1.57%-13.4pp |
| Employer contribution / active EE | $6,614 | $3,741+76.8% | $5,051+30.9% | $2,545+159.8% |
| Participant deferral / active EE | $6,512 | $5,090+27.9% | $6,539-0.4% | $4,239+53.6% |
| Admin fee / account holder | $21 | $629-96.6% | $14,305-99.9% | $594-96.4% |