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 | $101,653-31.2% | $147,080-52.4% | $74,459-6.1% |
| Participation rate | 98.1% | 75.6%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 15.89% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $4,000 | $3,813+4.9% | $4,933-18.9% | $2,626+52.3% |
| Participant deferral / active EE | $8,830 | $7,304+20.9% | $8,066+9.5% | $4,350+103.0% |
| Admin fee / account holder | $316 | $1,752-82.0% | $12,989-97.6% | $1,945-83.8% |