Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $142,067 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $53,750 |
WINDES, INC.1 year Filed as: WINDES INC Service code 10 111 W OCEAN BLVD 22ND FL · LONG BEACH, CA 90802 | Accounting | $17,500 |
HBLA2 years Filed as: HBLA CERTIFIED PUBLIC ACCOUNTANTS I Service code 10 19600 FAIRCHILD STE 320 · IRVINE, CA 92612 | Accounting | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,410 | $64,311+6.4% | $110,243-37.9% | $75,289-9.1% |
| Participation rate | 99.4% | 79.3%+20.2pp | 79.8%+19.6pp | 72.4%+27.0pp |
| Annual return | -6.08% | -1.74%-4.3pp | 314.76%-320.8pp | -0.04%-6.0pp |
| Employer contribution / active EE | $3,080 | $2,404+28.1% | $3,827-19.5% | $2,405+28.1% |
| Participant deferral / active EE | $6,063 | $3,892+55.8% | $4,672+29.8% | $3,739+62.2% |
| Admin fee / account holder | $94 | $88+7.5% | $8,548-98.9% | $102-7.9% |