Filed November 30, 2023
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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $62,255 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,870 |
SISTERSON & CO. LLP3 years Filed as: SISTERSON & CO LLP Service code 10 310 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $26,669 |
METRO BENEFITS, INC.5 years Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $24,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,815 | $106,230-60.6% | $147,080-71.6% | $77,736-46.2% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 17.04% | 56.91%-39.9pp | 420.17%-403.1pp | 31.26%-14.2pp |
| Employer contribution / active EE | $2,287 | $4,072-43.8% | $4,933-53.6% | $2,728-16.2% |
| Participant deferral / active EE | $7,021 | $8,001-12.2% | $8,066-13.0% | $4,651+51.0% |
| Admin fee / account holder | $203 | $338-40.1% | $12,989-98.4% | $433-53.2% |