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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,927 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 ANNUITY AND INSURANCE OPERATIONS · NEW YORK, NY 10004 | Other Commissions | $8,757 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,083 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $843 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 ANNUITY AND INSURANCE OPERATIONS · NEW YORK, NY 10004 | Other Commissions | $663 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,301 | $84,493-74.8% | $125,381-83.0% | $66,938-68.2% |
| Participation rate | 32.1% | 76.4%-44.3pp | 82.4%-50.3pp | 69.8%-37.7pp |
| Annual return | -16.42% | -8.49%-7.9pp | 572.31%-588.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,951 | $6,783-41.8% | $7,448-47.0% | $4,238-6.8% |
| Admin fee / account holder | $138 | $685-79.8% | $10,007-98.6% | $594-76.7% |