Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $271,504 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $106,491 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 3101 N CENTRAL AVE #300 · PHOENIX, AZ 85012 | Accounting | $11,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $560,613 | $88,122+536.2% | $141,200+297.0% | $67,584+729.5% |
| Participation rate | 97.4% | 76.5%+21.0pp | 82.5%+14.9pp | 71.3%+26.1pp |
| Annual return | 9.82% | 75.40%-65.6pp | 71.41%-61.6pp | 378.59%-368.8pp |
| Employer contribution / active EE | $18,474 | $3,224+472.9% | $4,736+290.0% | $2,148+760.1% |
| Participant deferral / active EE | $13,707 | $5,958+130.1% | $6,710+104.3% | $3,540+287.3% |
| Admin fee / account holder | $600 | $131+358.3% | $10,265-94.2% | $142+321.5% |