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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $35,037 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,761 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,367 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,299 |
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 | $63,155 | $61,166+3.3% | $185,849-66.0% | $79,391-20.5% |
| Participation rate | 82.7% | 66.6%+16.1pp | 81.7%+1.0pp | 70.7%+12.0pp |
| Annual return | 12.09% | 19.45%-7.4pp | 122.10%-110.0pp | 116.88%-104.8pp |
| Employer contribution / active EE | $1,516 | $2,321-34.7% | $5,169-70.7% | $2,428-37.6% |
| Participant deferral / active EE | $4,173 | $2,789+49.6% | $5,569-25.1% | $4,046+3.1% |
| Admin fee / account holder | $411 | $710-42.1% | $16,244-97.5% | $627-34.4% |