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 | $68,761 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,164 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,467 | $34,634+94.8% | $77,100-12.5% | $64,824+4.1% |
| Participation rate | 90.8% | 49.8%+41.0pp | 67.9%+22.9pp | 71.5%+19.3pp |
| Annual return | -14.29% | -5.31%-9.0pp | 42.35%-56.6pp | 32.84%-47.1pp |
| Employer contribution / active EE | $757 | $1,385-45.3% | $2,815-73.1% | $2,507-69.8% |
| Participant deferral / active EE | $4,044 | $2,553+58.4% | $4,430-8.7% | $4,311-6.2% |
| Admin fee / account holder | $404 | $178+126.7% | $5,443-92.6% | $188+115.2% |