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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,209 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $35,519 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $16,390 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $10,273 |
DAY SECKLER LLP1 year Service code 10 300 WESTAGE BUSINESS CENTER DR · FISHKILL, NY 12524 | Accounting | $9,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,058 | $54,368+96.9% | $117,039-8.5% | $62,293+71.9% |
| Participation rate | 95.1% | 64.9%+30.1pp | 77.2%+17.9pp | 69.5%+25.5pp |
| Annual return | 16.44% | 21.77%-5.3pp | 18.95%-2.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,368 | $1,692+99.1% | $3,785-11.0% | $2,042+64.9% |
| Participant deferral / active EE | $4,653 | $2,269+105.1% | $3,929+18.4% | $3,169+46.8% |
| Admin fee / account holder | $320 | $493-35.2% | $5,974-94.6% | $479-33.3% |