Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,143 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $4,653 |
RETIREMENT SOLUTIONS SPECIALISTS3+ years Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $4,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,429 | $45,022-65.7% | $85,126-81.9% | $77,714-80.1% |
| Participation rate | 23.2% | 48.7%-25.5pp | 67.5%-44.3pp | 70.6%-47.4pp |
| Annual return | 14.67% | 79.38%-64.7pp | 66.63%-52.0pp | 31.26%-16.6pp |
| Employer contribution / active EE | $70 | $1,610-95.7% | $2,731-97.4% | $2,727-97.4% |
| Participant deferral / active EE | $1,044 | $2,811-62.8% | $4,523-76.9% | $4,649-77.5% |
| Admin fee / account holder | $287 | $913-68.5% | $6,160-95.3% | $433-33.7% |