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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,342 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $8,070 |
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E. GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,959 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $114 |
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.
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 | $11,136 | $52,967-79.0% | $172,753-93.6% | $65,186-82.9% |
| Participation rate | 67.7% | 66.2%+1.5pp | 82.6%-14.9pp | 70.2%-2.5pp |
| Annual return | 20.01% | 30.12%-10.1pp | 803.00%-783.0pp | 29.39%-9.4pp |
| Employer contribution / active EE | $1,082 | $2,190-50.6% | $5,144-79.0% | $2,177-50.3% |
| Participant deferral / active EE | $1,398 | $2,471-43.4% | $5,198-73.1% | $3,514-60.2% |
| Admin fee / account holder | $113 | $472-76.0% | $13,956-99.2% | $847-86.6% |