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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ 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) | $120,000 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,846 | $46,219+150.6% | $89,441+29.5% | $90,274+28.3% |
| Participation rate | 94.2% | 44.9%+49.3pp | 68.0%+26.2pp | 73.4%+20.8pp |
| Annual return | 20.19% | 25.71%-5.5pp | 245.62%-225.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $2,880 | $953+202.1% | $2,588+11.3% | $2,523+14.1% |
| Participant deferral / active EE | $16,467 | $2,136+670.8% | $3,891+323.2% | $4,231+289.2% |
| Admin fee / account holder | $54 | $147-63.3% | $4,885-98.9% | $114-52.7% |