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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,449 |
MY BENEFITS, LLC2 years Service code 13 | Contract Administrator | $17,962 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,143 |
MY BENEFITS, LLC4 years Filed as: MY BENEFITS LLC Service code 13 P.O. BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $4,350 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $4,076 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $1,086 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ 12TH FL. · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY4 years Service code 55 1 NEW YORK PLZ 12TH FL. · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,569 | $106,230-70.3% | $147,080-78.5% | $77,736-59.4% |
| Participation rate | 30.4% | 78.4%-48.0pp | 82.2%-51.7pp | 70.6%-40.1pp |
| Annual return | 11.89% | 56.91%-45.0pp | 420.17%-408.3pp | 31.26%-19.4pp |
| Employer contribution / active EE | $974 | $4,072-76.1% | $4,933-80.3% | $2,728-64.3% |
| Participant deferral / active EE | $2,791 | $8,001-65.1% | $8,066-65.4% | $4,651-40.0% |
| Admin fee / account holder | $359 | $338+6.1% | $12,989-97.2% | $433-17.2% |