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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,623 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $63,804 |
MOSS ADAMS LLP6 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $5,850 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,479 | $49,763+192.3% | $70,565+106.2% | $74,473+95.3% |
| Participation rate | 69.2% | 64.6%+4.5pp | 68.4%+0.8pp | 70.7%-1.6pp |
| Annual return | 17.59% | 21.21%-3.6pp | 32.79%-15.2pp | 34.36%-16.8pp |
| Employer contribution / active EE | $5,346 | $1,776+201.1% | $2,976+79.7% | $2,638+102.6% |
| Participant deferral / active EE | $9,504 | $3,379+181.3% | $4,568+108.1% | $4,530+109.8% |
| Admin fee / account holder | $300 | $316-5.1% | $6,430-95.3% | $347-13.5% |