Filed April 13, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170,802 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $72,280 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $33,832 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,196 |
Filed as: KESSLER INVESTMENT GROUP LLC Service code 71 50 WASHINGTON ST. #1A · COLUMBUS, IN 47201 | Brokerage Fees | $3,431 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $577 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,935 | $45,382-29.6% | $154,108-79.3% | $75,289-57.6% |
| Participation rate | 99.9% | 65.9%+34.0pp | 83.0%+16.9pp | 72.4%+27.5pp |
| Annual return | -3.85% | -0.47%-3.4pp | 735.21%-739.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $4,829 | $1,533+215.0% | $5,298-8.8% | $2,405+100.8% |
| Participant deferral / active EE | $3,346 | $2,384+40.3% | $5,081-34.1% | $3,739-10.5% |
| Admin fee / account holder | $120 | $89+34.2% | $13,411-99.1% | $102+17.1% |