Filed December 22, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $191,245 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $167,478 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,544 | $110,699-33.6% | $177,848-58.6% | $90,274-18.5% |
| Participation rate | 99.0% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.7pp |
| Annual return | 18.29% | 22.79%-4.5pp | 48.33%-30.0pp | 53.97%-35.7pp |
| Employer contribution / active EE | $4,765 | $4,118+15.7% | $5,919-19.5% | $2,523+88.8% |
| Participant deferral / active EE | $4,714 | $6,731-30.0% | $7,714-38.9% | $4,231+11.4% |
| Admin fee / account holder | $168 | $90+87.0% | $12,431-98.6% | $114+47.6% |