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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,701 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $30,179 |
CANDID LITHO1+ years Filed as: CANDID COLOR SYSTEMS INC Service code 99 1300 METROPOLITAN AVE · OKLAHOMA CITY, OK 73108 | Other Fees | $13,520 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $8,159 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $5,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,377 | $41,854+96.8% | $73,836+11.6% | $52,331+57.4% |
| Participation rate | 60.5% | 66.2%-5.7pp | 73.4%-12.9pp | 68.1%-7.6pp |
| Annual return | 1.67% | 2.11%-0.4pp | 2268.06%-2266.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,438 | $2,498-42.4% | $3,583-59.9% | $3,022-52.4% |
| Admin fee / account holder | $348 | $493-29.3% | $4,882-92.9% | $592-41.1% |