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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $5,459 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,107 |
ACG ASSOCIATES, INC.1 year Service code 13 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $1,097 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $838 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $447 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $207 |
Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,714 | $55,453-78.9% | $170,435-93.1% | $62,293-81.2% |
| Participation rate | 99.4% | 66.4%+33.0pp | 83.6%+15.8pp | 69.5%+29.9pp |
| Annual return | 14.45% | 21.38%-6.9pp | 205.94%-191.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $504 | $2,164-76.7% | $5,432-90.7% | $2,042-75.3% |
| Participant deferral / active EE | $1,745 | $2,303-24.2% | $4,939-64.7% | $3,169-44.9% |
| Admin fee / account holder | $17 | $455-96.3% | $13,881-99.9% | $479-96.4% |