Filed April 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $153,038 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $89,463 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $85,914 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,995 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
TD AMERITRADE, INC.7 years Service code 33 | Securities brokerage | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,035 | $45,000-13.3% | $143,797-72.9% | $77,906-49.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -13.21% | 29.03%-42.2pp | -0.04%-13.2pp | 12.16%-25.4pp |
| Employer contribution / active EE | $4,674 | $1,870+150.0% | $4,952-5.6% | $2,846+64.2% |
| Participant deferral / active EE | $3,791 | $3,157+20.1% | $5,638-32.8% | $4,805-21.1% |
| Admin fee / account holder | $114 | $98+16.1% | $14,679-99.2% | $133-13.8% |