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 | $37,675 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,304 |
JGD & ASSOCIATES LLP3 years Service code 99 5355 MIRA SORRENTO PL. · SAN DIEGO, CA 921213825 | Other Fees | $11,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,949 | $101,539-31.1% | $147,041-52.4% | $74,400-6.0% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 15.89% | 8740.84%-8724.9pp | 419.21%-403.3pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $4,000 | $3,811+4.9% | $4,935-19.0% | $2,624+52.4% |
| Participant deferral / active EE | $8,830 | $7,304+20.9% | $8,071+9.4% | $4,348+103.1% |
| Admin fee / account holder | $316 | $1,749-82.0% | $13,006-97.6% | $1,944-83.8% |