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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,553 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Other Commissions | $11,179 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,608 |
Filed as: GREENSPRING WEALTH MANAGEMENT Service code 27 501 FAIRMONT AVENUE STE 102 · TOWSON, MD 21286 | Advisory (Plan) | $2,292 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $376 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $101,307 | $107,378-5.7% | $108,582-6.7% | $57,658+75.7% |
| Participation rate | 6.5% | 77.1%-70.7pp | 79.6%-73.1pp | 70.2%-63.8pp |
| Annual return | 35.79% | 12.80%+23.0pp | -51.70%+87.5pp | 5.13%+30.7pp |
| Employer contribution / active EE | $2,977 | $1,782+67.1% | $3,758-20.8% | $1,974+50.8% |
| Participant deferral / active EE | $6,630 | $3,221+105.9% | $4,311+53.8% | $3,061+116.6% |
| Admin fee / account holder | $387 | $108+256.4% | $7,645-94.9% | $95+309.0% |