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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,735 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $16,265 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $404 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,742 | $46,360-61.7% | $147,617-88.0% | $52,331-66.1% |
| Participation rate | 55.5% | 64.9%-9.5pp | 84.6%-29.1pp | 68.1%-12.6pp |
| Annual return | -75.02% | 1.62%-76.6pp | 61.98%-137.0pp | 4.54%-79.6pp |
| Employer contribution / active EE | $2,024 | $2,126-4.8% | $5,564-63.6% | $1,882+7.6% |
| Participant deferral / active EE | $4,385 | $2,258+94.3% | $4,895-10.4% | $3,022+45.1% |
| Admin fee / account holder | $358 | $766-53.3% | $11,612-96.9% | $592-39.5% |