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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 15 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Recordkeeping | $100,637 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,643 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $600 |
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 | $62,627 | $85,635-26.9% | $123,894-49.5% | $63,975-2.1% |
| Participation rate | 89.7% | 74.9%+14.8pp | 81.4%+8.3pp | 71.1%+18.6pp |
| Annual return | 9.57% | 15.74%-6.2pp | 47.52%-37.9pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,405 | $3,076-54.3% | $4,617-69.6% | $2,182-35.6% |
| Participant deferral / active EE | $5,259 | $5,667-7.2% | $5,984-12.1% | $3,356+56.7% |
| Admin fee / account holder | $13 | $75-82.9% | $8,357-99.8% | $70-81.8% |