Filed June 23, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP3 years Service code 10 · EIN 94-2222122 6125 SKY POND DR. STE 200 · LOVELAND, CO 805389374 | Accounting | $25,300 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 28 3558 ROUND BARN BLVD, SUITE 201 · SANTA ROSA, CA 95403 | Investment Management | $16,438 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,310 | $62,166-17.5% | $81,353-36.9% | $74,459-31.1% |
| Participation rate | 62.1% | 64.1%-1.9pp | 69.5%-7.4pp | 67.2%-5.1pp |
| Annual return | 9.96% | 16.50%-6.5pp | 24.82%-14.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $1,506 | $1,881-19.9% | $2,464-38.9% | $2,626-42.6% |
| Participant deferral / active EE | $2,621 | $3,223-18.7% | $3,885-32.5% | $4,350-39.7% |
| Admin fee / account holder | $457 | $1,925-76.3% | $5,766-92.1% | $1,945-76.5% |