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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,752 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $37,238 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $20,177 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,710 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,265 | $69,305+5.7% | $82,312-11.0% | $69,631+5.2% |
| Participation rate | 87.2% | 80.3%+6.9pp | 76.9%+10.3pp | 70.7%+16.5pp |
| Annual return | 19.24% | 21.47%-2.2pp | 25.88%-6.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $886 | $1,887-53.0% | $2,428-63.5% | $2,032-56.4% |
| Participant deferral / active EE | $7,458 | $3,568+109.0% | $3,706+101.2% | $3,224+131.4% |
| Admin fee / account holder | $382 | $97+293.4% | $5,608-93.2% | $110+246.2% |