Filed April 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $76,380 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,468 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $62,511 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,162 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPAS LLP Service code 10 2360 DUCK CHERRY PKWY · GREEN BAY, WI 54303 | Accounting | $8,800 |
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 | $40,215 | $47,456-15.3% | $172,753-76.7% | $77,775-48.3% |
| Participation rate | 99.9% | 66.3%+33.7pp | 82.6%+17.3pp | 73.2%+26.7pp |
| Annual return | 31.15% | 35.57%-4.4pp | 803.00%-771.9pp | 32.58%-1.4pp |
| Employer contribution / active EE | $4,674 | $1,574+196.9% | $5,144-9.1% | $2,504+86.7% |
| Participant deferral / active EE | $3,481 | $2,560+36.0% | $5,198-33.0% | $3,966-12.2% |
| Admin fee / account holder | $131 | $81+61.7% | $13,956-99.1% | $100+30.6% |