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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,598 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $21,256 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,103 |
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.)
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 | $65,347 | $35,485+84.2% | $74,549-12.3% | $55,725+17.3% |
| Participation rate | 44.1% | 62.5%-18.4pp | 69.1%-25.0pp | 70.9%-26.7pp |
| Annual return | -5.54% | 0.72%-6.3pp | 32.53%-38.1pp | 244.93%-250.5pp |
| Employer contribution / active EE | $346 | $777-55.5% | $1,961-82.4% | $2,078-83.3% |
| Participant deferral / active EE | $2,373 | $2,181+8.8% | $3,108-23.6% | $3,356-29.3% |
| Admin fee / account holder | $403 | $114+252.8% | $5,059-92.0% | $115+250.2% |