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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,774 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $31,407 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,438 |
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 | $723 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,886 | $62,267-47.2% | $110,243-70.2% | $55,725-41.0% |
| Participation rate | 94.1% | 78.1%+15.9pp | 79.8%+14.2pp | 70.9%+23.2pp |
| Annual return | -6.94% | -1.07%-5.9pp | 314.76%-321.7pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,148 | $1,941+10.6% | $3,827-43.9% | $2,078+3.4% |
| Participant deferral / active EE | $6,053 | $3,516+72.1% | $4,672+29.5% | $3,356+80.4% |
| Admin fee / account holder | $140 | $121+15.6% | $8,548-98.4% | $115+21.4% |