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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ 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) | $93,750 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,517 | $45,719+192.0% | $96,188+38.8% | $93,010+43.6% |
| Participation rate | 95.3% | 45.8%+49.4pp | 68.4%+26.8pp | 73.9%+21.4pp |
| Annual return | 19.77% | 3211.95%-3192.2pp | 192.12%-172.3pp | 158.70%-138.9pp |
| Employer contribution / active EE | $3,089 | $1,139+171.3% | $2,800+10.3% | $2,705+14.2% |
| Participant deferral / active EE | $20,105 | $2,344+757.6% | $4,350+362.1% | $4,561+340.8% |
| Admin fee / account holder | $38 | $128-70.4% | $5,538-99.3% | $152-75.0% |