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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ 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) | $115,639 |
KPMG LLP2 years Service code 29 PO BOX 120608 · DALLAS, TX 753120608 | Legal | $28,500 |
DLA PIPER2 years Filed as: DLA PIPER LLP US Service code 29 6225 SMITH AVE · BALTIMORE, MD 21209 | Legal | $816 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $68,050 | $101,523-33.0% | $141,191-51.8% | $77,775-12.5% |
| Participation rate | 92.6% | 77.4%+15.2pp | 82.5%+10.1pp | 73.2%+19.4pp |
| Annual return | 21.57% | 56.22%-34.7pp | 71.41%-49.8pp | 32.58%-11.0pp |
| Employer contribution / active EE | $1,514 | $3,341-54.7% | $4,736-68.0% | $2,504-39.5% |
| Participant deferral / active EE | $5,856 | $6,434-9.0% | $6,710-12.7% | $3,966+47.7% |
| Admin fee / account holder | $12 | $92-86.5% | $10,264-99.9% | $100-87.6% |