Filed May 1, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $70,314 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $67,590 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,582 | $81,908-37.0% | $90,749-43.2% | $64,808-20.4% |
| Participation rate | 78.8% | 80.5%-1.7pp | 75.7%+3.1pp | 71.5%+7.3pp |
| Annual return | -19.23% | -12.53%-6.7pp | -12.16%-7.1pp | 32.82%-52.0pp |
| Employer contribution / active EE | $1,506 | $3,065-50.9% | $2,921-48.4% | $2,506-39.9% |
| Participant deferral / active EE | $3,115 | $4,840-35.6% | $4,564-31.8% | $4,310-27.7% |
| Admin fee / account holder | $210 | $157+33.8% | $8,445-97.5% | $188+12.0% |