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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,756 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $55,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,842 | $78,781+3.9% | $100,530-18.6% | $73,412+11.5% |
| Participation rate | 95.8% | 80.0%+15.8pp | 79.4%+16.4pp | 72.2%+23.7pp |
| Annual return | 12.57% | 31.69%-19.1pp | 30.89%-18.3pp | 59.30%-46.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,892 | $6,537+20.7% | $6,271+25.9% | $3,806+107.4% |
| Admin fee / account holder | $128 | $145-11.7% | $8,083-98.4% | $158-18.7% |