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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,940 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MARGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $3,256 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E. GRAND AVE. STE. 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,772 |
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 | $42 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,188 | $46,732-84.6% | $156,551-95.4% | $55,167-87.0% |
| Participation rate | 56.2% | 65.8%-9.6pp | 84.0%-27.8pp | 69.0%-12.8pp |
| Annual return | 7.84% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $655 | $2,105-68.9% | $5,501-88.1% | $1,963-66.6% |
| Participant deferral / active EE | $890 | $2,204-59.6% | $4,871-81.7% | $3,054-70.9% |
| Admin fee / account holder | $75 | $418-82.1% | $13,028-99.4% | $504-85.2% |