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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $17,932 |
ACG ASSOCIATES, INC.1 year Filed as: ACG ASSOCIATES INC Service code 13 | Contract Administrator | $3,659 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,513 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 | Contract Administrator | $392 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $178 |
Filed as: EMPOWER RETIREMENTADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29 |
ACG ADVISORY SERVICES1 year Filed as: ACG ASSOCIATESINC Service code 13 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $0 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,522 | $46,732-64.6% | $156,551-89.4% | $55,167-70.1% |
| Participation rate | 94.1% | 65.8%+28.3pp | 84.0%+10.1pp | 69.0%+25.1pp |
| Annual return | 5.16% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,069 | $2,204-6.1% | $4,871-57.5% | $3,054-32.3% |
| Admin fee / account holder | $16 | $418-96.3% | $13,028-99.9% | $504-96.9% |