Filed April 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $90,581 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,598 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION ADVISORS LTD. Service code 13 9465 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Contract Administrator | $24,046 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,773 | $42,353-3.7% | $79,550-48.7% | $64,808-37.1% |
| Participation rate | 77.9% | 64.8%+13.1pp | 69.5%+8.4pp | 71.5%+6.4pp |
| Annual return | -16.57% | -12.24%-4.3pp | 0.16%-16.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,587 | $1,181+34.5% | $2,413-34.2% | $2,506-36.7% |
| Participant deferral / active EE | $5,019 | $3,170+58.3% | $3,985+25.9% | $4,310+16.4% |
| Admin fee / account holder | $209 | $160+30.8% | $6,832-96.9% | $188+11.2% |