Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,571 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $9,544 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION SERVICES, LLC. Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $6,961 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 | Contract Administrator | $2,374 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 1 NEW YORK PLAZA 12 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,410 | $138,393-70.1% | $184,256-77.5% | $80,959-48.9% |
| Participation rate | 57.1% | 83.9%-26.8pp | 86.8%-29.7pp | 67.7%-10.5pp |
| Annual return | 19.95% | 20.01%-0.1pp | 28.85%-8.9pp | 35.67%-15.7pp |
| Employer contribution / active EE | $962 | $4,847-80.2% | $6,427-85.0% | $2,757-65.1% |
| Participant deferral / active EE | $1,865 | $7,076-73.6% | $9,133-79.6% | $4,300-56.6% |
| Admin fee / account holder | $7,308 | $10,489-30.3% | $13,899-47.4% | $6,925+5.5% |