Filed December 22, 2023 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $150,329 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,510 |
QDRO CONSULTANTS COMPANY, LLC3+ 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 | $61,847 | $89,274-30.7% | $149,721-58.7% | $77,958-20.7% |
| Participation rate | 96.8% | 87.6%+9.2pp | 87.1%+9.8pp | 71.6%+25.2pp |
| Annual return | 18.87% | 20.36%-1.5pp | 1501.67%-1482.8pp | 20.87%-2.0pp |
| Employer contribution / active EE | $3,705 | $3,727-0.6% | $5,444-31.9% | $2,310+60.4% |
| Participant deferral / active EE | $3,638 | $5,382-32.4% | $6,568-44.6% | $3,537+2.9% |
| Admin fee / account holder | $105 | $240-56.0% | $11,282-99.1% | $97+8.3% |