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| Provider | Service type | Compensation |
|---|---|---|
INTERVEST INTERNATIONAL INC1+ years Service code 27 1980 DOMINION WAY STE 202 · COLORADO SPRINGS, CO 80918 | Advisory (Plan) | $16,150 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,785 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,179 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,942 | $24,891+120.7% | $69,632-21.1% | $74,478-26.2% |
| Participation rate | 94.6% | 63.4%+31.2pp | 66.4%+28.2pp | 67.2%+27.4pp |
| Annual return | 13.64% | 18.53%-4.9pp | 101.32%-87.7pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,705 | $1,005+69.6% | $1,708-0.2% | $2,626-35.1% |
| Participant deferral / active EE | $5,920 | $1,908+210.2% | $2,889+104.9% | $4,350+36.1% |
| Admin fee / account holder | $179 | $1,904-90.6% | $4,695-96.2% | $1,946-90.8% |