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| Provider | Service type | Compensation |
|---|---|---|
DLA PIPER7 years Filed as: DLA PIPER LLP US Service code 29 6225 SMITH AVE · BALTIMORE, MD 21209 | Legal | $65,253 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $36,838 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,807 |
Service code 10 500 OLD COUNTRY RD STE 311 · GARDEN CITY, NY 11530 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,200 | $71,142+11.3% | $119,622-33.8% | $64,819+22.2% |
| Participation rate | 55.3% | 78.6%-23.3pp | 79.3%-23.9pp | 71.5%-16.1pp |
| Annual return | -22.31% | -10.01%-12.3pp | -14.98%-7.3pp | 32.84%-55.2pp |
| Employer contribution / active EE | $2,684 | $2,497+7.5% | $4,232-36.6% | $2,507+7.1% |
| Participant deferral / active EE | $5,175 | $4,490+15.3% | $5,601-7.6% | $4,311+20.1% |
| Admin fee / account holder | $368 | $162+127.1% | $10,328-96.4% | $188+96.0% |