Filed January 18, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,690 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO INC Service code 55 34 EXCH PL HRBRSIDE PLZ 7TH FL · JERSEY CITY, NJ 07311 | Other Commissions | $18,365 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT I Service code 27 1300 THAMES ST WHARF FL 4 · BALTIMORE, MD 21231 | Advisory (Plan) | $5,879 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $4,073 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,450 |
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 | $67,004 | $119,272-43.8% | $161,149-58.4% | $71,012-5.6% |
| Participation rate | 96.6% | 73.6%+22.9pp | 78.8%+17.8pp | 58.6%+38.0pp |
| Annual return | 14.94% | 16.11%-1.2pp | 21.16%-6.2pp | 37.67%-22.7pp |
| Employer contribution / active EE | $1,281 | $2,894-55.7% | $4,360-70.6% | $2,348-45.4% |
| Participant deferral / active EE | $6,413 | $4,117+55.8% | $6,153+4.2% | $3,246+97.6% |
| Admin fee / account holder | $296 | $1,020-71.0% | $15,194-98.1% | $1,167-74.7% |