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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,082 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST OXFORD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,804 |
Service code 13 101W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,181 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $558 |
Participant 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,241 | $86,692-4.0% | $119,634-30.4% | $66,949+24.3% |
| Participation rate | 90.0% | 75.6%+14.4pp | 79.3%+10.7pp | 69.8%+20.2pp |
| Annual return | -16.27% | -8.00%-8.3pp | -14.98%-1.3pp | 1.57%-17.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,979 | $4,360-54.6% | $5,601-64.7% | $4,239-53.3% |
| Admin fee / account holder | $640 | $755-15.2% | $10,329-93.8% | $594+7.8% |