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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $62,499 |
Filed as: HAM LANGSTON & BREZINA LLP Service code 15 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Recordkeeping | $10,000 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,034 | $98,217-80.6% | $105,754-82.0% | $63,975-70.2% |
| Participation rate | 84.3% | 81.9%+2.4pp | 78.9%+5.4pp | 71.1%+13.2pp |
| Annual return | 4.29% | 20.18%-15.9pp | 12.25%-8.0pp | 48.65%-44.4pp |
| Employer contribution / active EE | $1,895 | $4,802-60.5% | $4,079-53.5% | $2,182-13.1% |
| Participant deferral / active EE | $2,518 | $6,019-58.2% | $5,326-52.7% | $3,356-25.0% |
| Admin fee / account holder | $25 | $70-64.5% | $8,309-99.7% | $70-64.9% |