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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,682 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,460 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,801 | $58,879-46.0% | $178,490-82.2% | $73,488-56.7% |
| Participation rate | 71.9% | 66.2%+5.7pp | 81.9%-10.0pp | 70.7%+1.2pp |
| Annual return | 8.78% | 24.86%-16.1pp | 151.07%-142.3pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,513 | $2,236-32.3% | $5,011-69.8% | $2,270-33.3% |
| Participant deferral / active EE | $2,447 | $2,567-4.7% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $254 | $400-36.6% | $13,984-98.2% | $513-50.6% |