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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $22,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,969 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY ROAD, SUITE 200 · KENOSHA, WI 531443737 | Contract Administrator | $5,319 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,360 |
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 | $48,829 | $65,453-25.4% | $86,698-43.7% | $66,938-27.1% |
| Participation rate | 73.9% | 75.5%-1.6pp | 76.6%-2.7pp | 69.8%+4.1pp |
| Annual return | -16.98% | -10.89%-6.1pp | 35.95%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $645 | $2,154-70.1% | $2,837-77.3% | $2,545-74.7% |
| Participant deferral / active EE | $4,931 | $4,102+20.2% | $4,656+5.9% | $4,238+16.3% |
| Admin fee / account holder | $315 | $642-51.0% | $7,493-95.8% | $594-47.0% |