Filed January 26, 2005
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $120,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $46,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,763 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,969 | $140,190-48.7% | $115,756-37.8% | $77,906-7.6% |
| Participation rate | 96.6% | 81.0%+15.6pp | 77.1%+19.5pp | 73.7%+22.9pp |
| Annual return | -14.84% | -13.46%-1.4pp | 143.14%-158.0pp | 12.16%-27.0pp |
| Employer contribution / active EE | $2,559 | $3,169-19.3% | $3,793-32.5% | $2,846-10.1% |
| Participant deferral / active EE | $5,316 | $5,401-1.6% | $6,254-15.0% | $4,805+10.6% |
| Admin fee / account holder | $63 | $138-54.3% | $8,124-99.2% | $133-52.3% |