Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $152,253 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,606 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,143 | $53,204-17.0% | $155,556-71.6% | $200,096-77.9% |
| Participation rate | 92.8% | 64.1%+28.7pp | 78.2%+14.6pp | 72.0%+20.8pp |
| Annual return | 16.12% | 41.02%-24.9pp | 64.84%-48.7pp | 34.26%-18.1pp |
| Employer contribution / active EE | $1,512 | $1,850-18.3% | $4,675-67.7% | $3,038-50.2% |
| Participant deferral / active EE | $6,331 | $3,163+100.1% | $5,631+12.4% | $5,090+24.4% |
| Admin fee / account holder | $192 | $186+3.1% | $15,885-98.8% | $269-28.9% |