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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,959 |
Service code 55 70100 AMERIPRISE FIANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $3,502 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $3,390 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK CITY, NY 10004 | Other Commissions | $1,137 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK CITY, NY 10004 | Other Commissions | $548 |
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 | $18,861 | $46,360-59.3% | $147,617-87.2% | $52,331-64.0% |
| Participation rate | 88.7% | 64.9%+23.8pp | 84.6%+4.1pp | 68.1%+20.6pp |
| Annual return | 3.81% | 1.62%+2.2pp | 61.98%-58.2pp | 4.54%-0.7pp |
| Employer contribution / active EE | $1,535 | $2,126-27.8% | $5,564-72.4% | $1,882-18.4% |
| Participant deferral / active EE | $2,001 | $2,258-11.3% | $4,895-59.1% | $3,022-33.8% |
| Admin fee / account holder | $153 | $766-80.1% | $11,612-98.7% | $592-74.2% |