Filed December 22, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 ATTN-GREGORY BRYANT · NORWELL, MA 02061 | Advisory (Plan) | $78,320 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $74,116 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,546 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $50,686 | $68,413-25.9% | $123,105-58.8% | $55,191-8.2% |
| Participation rate | 98.7% | 84.5%+14.2pp | 86.8%+11.9pp | 69.2%+29.5pp |
| Annual return | 0.69% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $3,912 | $3,050+28.3% | $5,151-24.0% | $1,899+106.1% |
| Participant deferral / active EE | $3,525 | $4,490-21.5% | $6,229-43.4% | $3,046+15.7% |
| Admin fee / account holder | $68 | $88-23.1% | $9,014-99.3% | $91-25.6% |