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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,028 |
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 | $8,512 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 250 · SAN DIEGO, CA 92121 | Contract Administrator | $3,191 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,195 | $42,548+1.5% | $74,551-42.1% | $56,289-23.3% |
| Participation rate | 36.4% | 60.5%-24.1pp | 69.1%-32.8pp | 69.9%-33.5pp |
| Annual return | -3.94% | 12.40%-16.3pp | 32.53%-36.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,490 | $855+74.2% | $1,961-24.0% | $2,111-29.4% |
| Participant deferral / active EE | $2,534 | $2,277+11.3% | $3,108-18.5% | $3,350-24.4% |
| Admin fee / account holder | $147 | $467-68.4% | $5,059-97.1% | $521-71.7% |