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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,099 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $14,060 |
Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $9,250 |
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 | $86,128 | $73,102+17.8% | $123,553-30.3% | $56,289+53.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.12% | 3.01%-8.1pp | 119.21%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,192 | $2,977+108.0% | $4,628+33.8% | $2,111+193.3% |
| Participant deferral / active EE | $6,793 | $5,423+25.3% | $6,426+5.7% | $3,350+102.8% |
| Admin fee / account holder | $189 | $554-65.9% | $9,284-98.0% | $521-63.7% |