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 | $54,974 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $18,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,805 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $76 |
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 | $32,675 | $47,105-30.6% | $68,368-52.2% | $67,986-51.9% |
| Participation rate | 89.8% | 51.8%+38.0pp | 73.8%+16.0pp | 57.2%+32.5pp |
| Annual return | 14.78% | 48.37%-33.6pp | 292.57%-277.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $3,675 | $1,859+97.7% | $2,649+38.7% | $2,019+82.1% |
| Participant deferral / active EE | $4,443 | $2,374+87.2% | $4,123+7.8% | $3,358+32.3% |
| Admin fee / account holder | $232 | $2,435-90.5% | $5,150-95.5% | $3,203-92.8% |