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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $103,513 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,649 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 70 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,651 | $86,791-34.7% | $115,038-50.8% | $59,188-4.3% |
| Participation rate | 95.5% | 72.8%+22.7pp | 81.4%+14.2pp | 69.4%+26.1pp |
| Annual return | -3.96% | 4.44%-8.4pp | 26.14%-30.1pp | 5.51%-9.5pp |
| Employer contribution / active EE | $1,489 | $2,950-49.5% | $4,608-67.7% | $2,098-29.0% |
| Participant deferral / active EE | $5,453 | $5,298+2.9% | $6,026-9.5% | $3,265+67.0% |
| Admin fee / account holder | $11 | $95-87.9% | $8,175-99.9% | $92-87.6% |