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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ 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) | $121,602 |
KPMG LLP3 years Service code 29 PO BOX 120608 · DALLAS, TX 753120608 | Legal | $30,000 |
QDRO CONSULTANTS COMPANY, LLC6+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,902 | $127,481-42.8% | $149,730-51.3% | $90,274-19.2% |
| Participation rate | 95.0% | 78.2%+16.8pp | 82.5%+12.6pp | 73.4%+21.7pp |
| Annual return | 12.35% | 57.78%-45.4pp | 276.70%-264.3pp | 53.97%-41.6pp |
| Employer contribution / active EE | $1,706 | $3,448-50.5% | $4,645-63.3% | $2,523-32.4% |
| Participant deferral / active EE | $6,175 | $6,975-11.5% | $6,843-9.8% | $4,231+46.0% |
| Admin fee / account holder | $17 | $152-88.9% | $9,310-99.8% | $114-85.2% |