Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,828 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 49 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Services | $38,178 |
Filed as: EMPOWER ADVISORY Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,550 | $46,173-5.7% | $170,435-74.4% | $69,631-37.5% |
| Participation rate | 46.9% | 63.9%-17.0pp | 83.6%-36.7pp | 70.7%-23.8pp |
| Annual return | 11.48% | 21.62%-10.1pp | 205.94%-194.5pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,524 | $2,080-26.7% | $4,939-69.1% | $3,224-52.7% |
| Admin fee / account holder | $188 | $116+61.9% | $13,881-98.6% | $110+70.0% |