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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,217 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $5,154 |
AMERICA'S 401K, INC.1 year Service code 13 | Contract Administrator | $1,108 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,624 | $71,192-89.3% | $117,860-93.5% | $62,293-87.8% |
| Participation rate | 89.5% | 74.2%+15.3pp | 79.7%+9.9pp | 69.5%+20.0pp |
| Annual return | 88.33% | 18.66%+69.7pp | 335.10%-246.8pp | 28.90%+59.4pp |
| Employer contribution / active EE | $670 | $1,934-65.3% | $3,786-82.3% | $2,042-67.2% |
| Participant deferral / active EE | $2,693 | $3,189-15.6% | $4,482-39.9% | $3,169-15.0% |
| Admin fee / account holder | $29 | $587-95.1% | $8,021-99.6% | $479-94.0% |