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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $23,042 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,594 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,208,031 | $49,451+2342.9% | $79,580+1418.0% | $66,938+1704.7% |
| Participation rate | 0.0% | 61.3%-61.3pp | 69.5%-69.5pp | 69.8%-69.8pp |
| Annual return | -17.98% | 84.25%-102.2pp | 0.15%-18.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,053 | $1,266+62.2% | $2,413-14.9% | $2,545-19.4% |
| Participant deferral / active EE | $4,639 | $3,159+46.9% | $3,985+16.4% | $4,238+9.5% |
| Admin fee / account holder | $3,945 | $595+563.4% | $6,835-42.3% | $594+564.6% |