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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,927 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $5,152 |
Filed as: DORSA CONSULTING SERVICES INC Service code 13 5775 GLENRIDGE DR NE · SANDY SPRINGS, GA 30328 | Contract Administrator | $625 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $586 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,080 | $28,109-10.8% | $71,086-64.7% | $56,287-55.4% |
| Participation rate | 38.6% | 40.4%-1.8pp | 54.7%-16.0pp | 69.9%-31.2pp |
| Annual return | -4.47% | -615.05%+610.6pp | 650.59%-655.1pp | -9.96%+5.5pp |
| Employer contribution / active EE | $486 | $558-12.9% | $1,088-55.4% | $2,111-77.0% |
| Participant deferral / active EE | $1,091 | $1,116-2.2% | $1,874-41.8% | $3,350-67.4% |
| Admin fee / account holder | $136 | $585-76.7% | $3,082-95.6% | $521-73.9% |