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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,302 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $21,514 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $149 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,935 | $71,192-38.3% | $117,861-62.7% | $62,293-29.5% |
| Participation rate | 81.1% | 74.2%+6.9pp | 79.7%+1.4pp | 69.5%+11.6pp |
| Annual return | 17.38% | 18.66%-1.3pp | 335.11%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $398 | $1,934-79.4% | $3,786-89.5% | $2,042-80.5% |
| Participant deferral / active EE | $4,515 | $3,189+41.6% | $4,482+0.7% | $3,169+42.5% |
| Admin fee / account holder | $126 | $587-78.5% | $8,021-98.4% | $479-73.6% |