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 | $194,922 |
MORGAN STANLEY SMITH BARNEY7+ 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) | $127,968 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 212319907 | Advisory (Plan) | $43,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,871 | $118,337-27.4% | $189,537-54.7% | $93,010-7.7% |
| Participation rate | 98.8% | 89.1%+9.7pp | 87.8%+11.0pp | 73.9%+24.9pp |
| Annual return | 14.55% | 21.77%-7.2pp | 555.34%-540.8pp | 158.70%-144.2pp |
| Employer contribution / active EE | $5,005 | $4,204+19.0% | $6,161-18.8% | $2,705+85.0% |
| Participant deferral / active EE | $5,361 | $7,123-24.7% | $8,220-34.8% | $4,561+17.5% |
| Admin fee / account holder | $173 | $100+73.7% | $12,048-98.6% | $152+14.1% |