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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $31,839 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,420 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,492 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,752 |
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 | $56,385 | $61,356-8.1% | $149,696-62.3% | $71,511-21.2% |
| Participation rate | 74.0% | 62.5%+11.5pp | 78.8%-4.8pp | 67.9%+6.1pp |
| Annual return | 13.27% | 35.86%-22.6pp | 134.46%-121.2pp | 28.86%-15.6pp |
| Employer contribution / active EE | $1,096 | $2,382-54.0% | $4,821-77.3% | $2,589-57.7% |
| Participant deferral / active EE | $3,825 | $2,920+31.0% | $5,682-32.7% | $4,291-10.9% |
| Admin fee / account holder | $378 | $1,263-70.1% | $13,212-97.1% | $1,588-76.2% |