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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ 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) | $65,828 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,705 | $100,801-9.0% | $149,745-38.8% | $73,412+24.9% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.5%+10.4pp | 72.2%+20.7pp |
| Annual return | 5.65% | 265.34%-259.7pp | 276.72%-271.1pp | 59.30%-53.6pp |
| Employer contribution / active EE | $2,068 | $3,312-37.5% | $4,646-55.5% | $2,234-7.4% |
| Participant deferral / active EE | $8,263 | $6,404+29.0% | $6,843+20.8% | $3,806+117.1% |
| Admin fee / account holder | $300 | $181+65.7% | $9,312-96.8% | $158+89.8% |