Filed December 22, 2023 (most recent of 6 filings on file)
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $231,905 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $175,529 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,442 | $122,596-21.3% | $184,243-47.7% | $199,921-51.8% |
| Participation rate | 99.5% | 86.9%+12.5pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 14.50% | 144.14%-129.6pp | 28.82%-14.3pp | 34.28%-19.8pp |
| Employer contribution / active EE | $4,573 | $4,570+0.1% | $6,427-28.8% | $3,035+50.6% |
| Participant deferral / active EE | $6,104 | $7,972-23.4% | $9,132-33.2% | $5,089+20.0% |
| Admin fee / account holder | $178 | $120+47.6% | $13,914-98.7% | $269-34.0% |