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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,068 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $35,598 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,534 | $48,471+39.3% | $182,540-63.0% | $67,579-0.1% |
| Participation rate | 42.6% | 67.2%-24.6pp | 78.0%-35.4pp | 71.3%-28.7pp |
| Annual return | 21.51% | 31.08%-9.6pp | 148.58%-127.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $900 | $1,461-38.4% | $4,076-77.9% | $2,148-58.1% |
| Participant deferral / active EE | $3,251 | $3,324-2.2% | $5,525-41.2% | $3,539-8.2% |
| Admin fee / account holder | $405 | $151+167.7% | $8,593-95.3% | $142+184.5% |