Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,697 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $25,929 |
MY BENEFITS, LLC6 years Service code 13 · EIN 45-2098380 | Contract Administrator | $8,891 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,178 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,769 | $79,223-5.6% | $102,460-27.0% | $74,478+0.4% |
| Participation rate | 73.1% | 74.8%-1.6pp | 76.5%-3.4pp | 67.2%+5.9pp |
| Annual return | 11.97% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $4,205 | $2,363+77.9% | $3,025+39.0% | $2,626+60.1% |
| Participant deferral / active EE | $5,872 | $4,417+32.9% | $5,056+16.1% | $4,350+35.0% |
| Admin fee / account holder | $232 | $2,003-88.4% | $9,460-97.6% | $1,946-88.1% |