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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,158 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LCC Service code 55 | Other Commissions | $19,449 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,001 |
ARMANINO LLP1 year Service code 13 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $3,866 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $0 |
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.)
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 | $86,479 | $65,453+32.1% | $86,698-0.3% | $66,938+29.2% |
| Participation rate | 38.8% | 75.5%-36.7pp | 76.6%-37.8pp | 69.8%-31.0pp |
| Annual return | -14.91% | -10.89%-4.0pp | 35.95%-50.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $12 | $2,154-99.5% | $2,837-99.6% | $2,545-99.5% |
| Participant deferral / active EE | $2,438 | $4,102-40.6% | $4,656-47.6% | $4,238-42.5% |
| Admin fee / account holder | $506 | $642-21.2% | $7,493-93.3% | $594-14.8% |