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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $465,769 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $104,000 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,048 | $95,388-31.8% | $125,381-48.1% | $77,906-16.5% |
| Participation rate | 94.8% | 78.6%+16.2pp | 82.4%+12.4pp | 73.7%+21.1pp |
| Annual return | -14.84% | 116.19%-131.0pp | 572.31%-587.2pp | 12.16%-27.0pp |
| Employer contribution / active EE | $1,701 | $3,666-53.6% | $4,815-64.7% | $2,846-40.2% |
| Participant deferral / active EE | $6,419 | $7,711-16.8% | $7,448-13.8% | $4,805+33.6% |
| Admin fee / account holder | $222 | $119+87.2% | $10,007-97.8% | $133+67.8% |