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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,200 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $21,308 |
DANZIGER & MARKHOFF LLP3 years Filed as: DANZIGER AND MARKHOFF LLP Service code 13 | Contract Administrator | $9,554 |
DANZIGER & MARKHOFF LLP2 years Service code 13 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $9,499 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,133 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $1,487 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANELY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 55 1 NEW YORK PL, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,716 | $62,928-32.1% | $172,739-75.3% | $67,579-36.8% |
| Participation rate | 37.4% | 64.5%-27.1pp | 82.6%-45.3pp | 71.3%-33.9pp |
| Annual return | 22.29% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,988 | $2,145-7.3% | $5,198-61.8% | $3,539-43.8% |
| Admin fee / account holder | $210 | $167+26.2% | $13,954-98.5% | $142+47.8% |