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 | $222,963 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $113,584 |
Filed as: GP STRATEGIES CORPORATION Service code 99 11000 BROKEN LAND PKWY STE 300 · COLUMBIA, MD 21044 | Other Fees | $28,030 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,905 | $122,128-28.8% | $147,117-40.9% | $200,096-56.6% |
| Participation rate | 70.5% | 78.2%-7.7pp | 82.2%-11.7pp | 72.0%-1.5pp |
| Annual return | -1.28% | 30.58%-31.9pp | 420.54%-421.8pp | 34.26%-35.5pp |
| Employer contribution / active EE | $1,664 | $4,093-59.3% | $4,932-66.3% | $3,038-45.2% |
| Participant deferral / active EE | $6,731 | $8,484-20.7% | $8,065-16.5% | $5,090+32.2% |
| Admin fee / account holder | $188 | $180+4.5% | $12,993-98.6% | $269-30.3% |