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: MORGAN STANLEY Service code 13 1585 BROADWAY · NEW YORK, NY 10036 | Contract Administrator | $26,776 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,794 | $95,918-79.4% | $151,639-86.9% | $77,906-74.6% |
| Participation rate | 94.1% | 88.7%+5.3pp | 87.5%+6.6pp | 73.7%+20.4pp |
| Annual return | -6.15% | -5.50%-0.7pp | 3.34%-9.5pp | 12.16%-18.3pp |
| Employer contribution / active EE | $7 | $4,330-99.8% | $6,165-99.9% | $2,846-99.8% |
| Participant deferral / active EE | $6,068 | $7,508-19.2% | $8,363-27.4% | $4,805+26.3% |
| Admin fee / account holder | $18 | $93-80.5% | $11,613-99.8% | $133-86.3% |