Filed April 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $76,027 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,720 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION ADVISORS LTD. Service code 13 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Contract Administrator | $17,512 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,326 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,099 | $40,174+9.8% | $84,015-47.5% | $67,579-34.7% |
| Participation rate | 79.1% | 62.7%+16.4pp | 69.0%+10.0pp | 71.3%+7.8pp |
| Annual return | 21.06% | 25.82%-4.8pp | 71.31%-50.2pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,277 | $808+58.1% | $1,983-35.6% | $2,148-40.5% |
| Participant deferral / active EE | $3,761 | $2,301+63.4% | $3,239+16.1% | $3,539+6.3% |
| Admin fee / account holder | $149 | $128+16.2% | $6,101-97.6% | $142+4.8% |