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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Service code 27 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $17,340 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,470 |
FOELGNER RONZ & STRAW PA2 years Service code 10 1301 66TH ST N · ST PETERSBURG, FL 33710 | Accounting | $7,750 |
Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $6,868 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,261 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,854 | $138,114-61.7% | $125,391-57.8% | $134,545-60.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -12.92% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $647 | $5,246-87.7% | $4,816-86.6% | $4,742-86.4% |
| Participant deferral / active EE | $8,222 | $7,801+5.4% | $7,448+10.4% | $6,401+28.4% |
| Admin fee / account holder | $614 | $11,570-94.7% | $10,009-93.9% | $11,431-94.6% |