Filed April 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,939 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $72,841 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION ADVISORS LTD. Service code 13 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Contract Administrator | $15,089 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORS SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $747 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,544 | $48,064-3.2% | $78,778-40.9% | $69,631-33.2% |
| Participation rate | 82.3% | 61.6%+20.8pp | 69.2%+13.2pp | 70.7%+11.7pp |
| Annual return | 16.97% | 21.81%-4.8pp | 35.62%-18.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,391 | $744+87.1% | $1,986-29.9% | $2,032-31.5% |
| Participant deferral / active EE | $3,820 | $2,079+83.7% | $2,958+29.1% | $3,224+18.5% |
| Admin fee / account holder | $107 | $152-29.3% | $5,134-97.9% | $110-2.8% |