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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,544 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $41,383 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $23,231 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,873 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $2,537 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,610 | $79,519-18.7% | $95,952-32.7% | $73,409-12.0% |
| Participation rate | 93.8% | 81.2%+12.6pp | 77.1%+16.7pp | 72.2%+21.6pp |
| Annual return | 11.29% | 19.20%-7.9pp | 91.61%-80.3pp | 59.29%-48.0pp |
| Employer contribution / active EE | $926 | $2,048-54.8% | $2,541-63.5% | $2,234-58.5% |
| Participant deferral / active EE | $7,332 | $4,138+77.2% | $4,167+76.0% | $3,805+92.7% |
| Admin fee / account holder | $288 | $184+56.3% | $6,795-95.8% | $158+82.4% |