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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,843 |
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 | $21,993 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,153 |
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 | $83,892 | $40,174+108.8% | $84,021-0.2% | $67,579+24.1% |
| Participation rate | 39.6% | 62.7%-23.1pp | 69.0%-29.5pp | 71.3%-31.7pp |
| Annual return | 21.09% | 25.82%-4.7pp | 71.32%-50.2pp | 378.56%-357.5pp |
| Employer contribution / active EE | $356 | $808-55.9% | $1,984-82.0% | $2,148-83.4% |
| Participant deferral / active EE | $2,585 | $2,301+12.3% | $3,239-20.2% | $3,539-27.0% |
| Admin fee / account holder | $419 | $128+226.4% | $6,102-93.1% | $142+194.4% |