Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $88,184 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,195 | $106,247+9.4% | $147,096-21.0% | $77,714+49.5% |
| Participation rate | 95.6% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 25.56% | 56.87%-31.3pp | 419.75%-394.2pp | 31.26%-5.7pp |
| Employer contribution / active EE | $3,887 | $4,069-4.5% | $4,936-21.3% | $2,727+42.5% |
| Participant deferral / active EE | $9,886 | $7,996+23.6% | $8,071+22.5% | $4,649+112.6% |
| Admin fee / account holder | $308 | $338-8.9% | $13,005-97.6% | $433-28.9% |