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: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $35,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,156 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $1,725 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $754 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 55 · EIN 51-0116113 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,124 | $89,093+16.9% | $102,434+1.7% | $77,736+33.9% |
| Participation rate | 62.1% | 80.9%-18.9pp | 76.5%-14.5pp | 70.6%-8.5pp |
| Annual return | 15.28% | 25.03%-9.8pp | 29.46%-14.2pp | 31.26%-16.0pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,881 | $5,147-24.6% | $5,055-23.2% | $4,651-16.5% |
| Admin fee / account holder | $27 | $236-88.7% | $9,462-99.7% | $433-93.8% |