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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,756 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $46,996 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,308 | $89,282-31.3% | $94,664-35.2% | $74,460-17.7% |
| Participation rate | 87.9% | 82.4%+5.5pp | 80.8%+7.1pp | 70.7%+17.2pp |
| Annual return | 16.83% | 25.96%-9.1pp | 156.84%-140.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $747 | $3,022-75.3% | $3,673-79.7% | $2,638-71.7% |
| Participant deferral / active EE | $7,200 | $8,425-14.5% | $7,417-2.9% | $4,530+58.9% |
| Admin fee / account holder | $124 | $219-43.1% | $7,222-98.3% | $348-64.2% |