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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ 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) | $16,973 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $170 |
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 | $55,676 | $64,909-14.2% | $82,312-32.4% | $62,293-10.6% |
| Participation rate | 95.5% | 74.9%+20.7pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 15.29% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $616 | $1,676-63.2% | $2,428-74.6% | $2,042-69.8% |
| Participant deferral / active EE | $2,634 | $3,103-15.1% | $3,706-28.9% | $3,169-16.9% |
| Admin fee / account holder | $97 | $440-77.8% | $5,608-98.3% | $479-79.7% |