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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,440 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $62,954 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,035 |
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 | $105,838 | $79,519+33.1% | $95,960+10.3% | $73,412+44.2% |
| Participation rate | 82.5% | 81.2%+1.3pp | 77.1%+5.4pp | 72.2%+10.3pp |
| Annual return | 15.50% | 19.20%-3.7pp | 91.63%-76.1pp | 59.30%-43.8pp |
| Employer contribution / active EE | $4,013 | $2,048+96.0% | $2,541+57.9% | $2,234+79.7% |
| Participant deferral / active EE | $6,471 | $4,138+56.4% | $4,167+55.3% | $3,806+70.0% |
| Admin fee / account holder | $300 | $184+62.7% | $6,797-95.6% | $158+89.9% |