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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,229 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,132 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 13 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Contract Administrator | $9,594 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $9,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,583 | $70,002+38.0% | $115,038-16.0% | $52,331+84.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.68% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $7,013 | $2,715+158.3% | $4,608+52.2% | $1,882+272.7% |
| Participant deferral / active EE | $8,496 | $4,920+72.7% | $6,026+41.0% | $3,022+181.1% |
| Admin fee / account holder | $500 | $566-11.6% | $8,175-93.9% | $592-15.5% |