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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,663 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,644 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $69 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,898 | $75,388-76.3% | $123,553-85.5% | $55,725-67.9% |
| Participation rate | 63.2% | 75.7%-12.5pp | 82.3%-19.1pp | 70.9%-7.6pp |
| Annual return | 15.20% | 4.48%+10.7pp | 119.21%-104.0pp | 244.93%-229.7pp |
| Employer contribution / active EE | $1,596 | $3,063-47.9% | $4,628-65.5% | $2,078-23.2% |
| Participant deferral / active EE | $4,358 | $5,651-22.9% | $6,426-32.2% | $3,356+29.9% |
| Admin fee / account holder | $110 | $120-8.4% | $9,284-98.8% | $115-4.8% |