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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,820 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $40,335 |
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 | $95,008 | $80,753+17.7% | $136,298-30.3% | $62,293+52.5% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 15.31% | 35.83%-20.5pp | 5156.27%-5141.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $5,677 | $2,884+96.9% | $4,696+20.9% | $2,042+178.0% |
| Participant deferral / active EE | $6,510 | $5,164+26.1% | $6,247+4.2% | $3,169+105.4% |
| Admin fee / account holder | $402 | $525-23.4% | $9,244-95.6% | $479-16.0% |