Filed April 9, 2018 (most recent of 2 filings on file)
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 | $26,325 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $16,902 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSN Service code 99 8400 WEST PARK DRIVE · MCCLEAN, VA 22102 | Other Fees | $3,802 |
STONES RIVER CONSULTING1 year Filed as: STONES RIVER CONSULTING INC Service code 13 · EIN 45-3783933 | Contract Administrator | $2,625 |
ASCENSUS LLC3 years Filed as: CAPFINACIAL PARTNERS LLC Service code 99 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Other Fees | $634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,072 | $59,467-59.5% | $93,727-74.3% | $74,478-67.7% |
| Participation rate | 52.4% | 59.6%-7.2pp | 68.7%-16.3pp | 67.2%-14.8pp |
| Annual return | 14.47% | 82.14%-67.7pp | 133.83%-119.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,328 | $3,052-23.7% | $4,417-47.3% | $4,350-46.5% |
| Admin fee / account holder | $159 | $3,028-94.7% | $8,292-98.1% | $1,946-91.8% |