Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,424 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,374 | $91,760-72.3% | $156,181-83.8% | $67,986-62.7% |
| Participation rate | 33.0% | 65.0%-32.0pp | 78.8%-45.8pp | 57.2%-24.2pp |
| Annual return | 17.69% | 18.14%-0.4pp | 64.87%-47.2pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,031 | $2,419-57.4% | $4,294-76.0% | $2,019-48.9% |
| Participant deferral / active EE | $1,404 | $3,960-64.5% | $6,132-77.1% | $3,358-58.2% |
| Admin fee / account holder | $245 | $3,949-93.8% | $14,586-98.3% | $3,203-92.3% |