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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,824 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $28,548 |
Service code 13 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $6,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $336 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,415 | $55,449+1.7% | $83,830-32.7% | $56,287+0.2% |
| Participation rate | 97.9% | 68.0%+29.9pp | 76.1%+21.8pp | 69.9%+28.1pp |
| Annual return | -7.38% | -1.38%-6.0pp | 850.97%-858.4pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,340 | $2,430+37.4% | $3,631-8.0% | $2,111+58.2% |
| Participant deferral / active EE | $4,443 | $2,935+51.4% | $4,082+8.9% | $3,350+32.6% |
| Admin fee / account holder | $288 | $656-56.0% | $5,479-94.7% | $521-44.6% |