Filed October 14, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $22,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,761 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,976 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,379 | $56,540-65.7% | $185,849-89.6% | $86,821-77.7% |
| Participation rate | 86.8% | 65.5%+21.3pp | 81.7%+5.1pp | 72.3%+14.5pp |
| Annual return | 12.66% | 118.20%-105.5pp | 122.10%-109.4pp | 97.94%-85.3pp |
| Employer contribution / active EE | $1,745 | $1,844-5.4% | $5,169-66.2% | $2,406-27.5% |
| Participant deferral / active EE | $2,074 | $2,555-18.8% | $5,569-62.8% | $4,132-49.8% |
| Admin fee / account holder | $71 | $150-52.6% | $16,244-99.6% | $170-58.2% |