Filed December 22, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $208,422 |
MORGAN STANLEY SMITH BARNEY4+ 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) | $159,644 |
QDRO CONSULTANTS COMPANY, LLC4+ 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 | $55,766 | $82,546-32.4% | $140,019-60.2% | $75,289-25.9% |
| Participation rate | 98.3% | 88.4%+9.9pp | 87.5%+10.8pp | 72.4%+25.8pp |
| Annual return | -5.31% | -0.36%-4.9pp | 651.17%-656.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $4,243 | $3,856+10.0% | $5,605-24.3% | $2,405+76.4% |
| Participant deferral / active EE | $4,127 | $5,731-28.0% | $6,927-40.4% | $3,739+10.4% |
| Admin fee / account holder | $212 | $86+147.1% | $10,705-98.0% | $102+107.2% |