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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8151 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,284 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $4,987 |
THE BENEFIT PRACTICE2 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $2,788 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $804 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,803 | $33,067-37.1% | $76,518-72.8% | $56,287-63.0% |
| Participation rate | 31.8% | 55.4%-23.6pp | 68.0%-36.2pp | 69.9%-38.1pp |
| Annual return | -6.75% | 2.72%-9.5pp | -0.27%-6.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $798 | $1,200-33.5% | $2,647-69.9% | $2,111-62.2% |
| Participant deferral / active EE | $2,103 | $2,240-6.1% | $3,836-45.2% | $3,350-37.2% |
| Admin fee / account holder | $63 | $537-88.3% | $4,849-98.7% | $521-88.0% |