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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $290,063 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $44,884 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,718 | $63,259-18.2% | $178,510-71.0% | $93,223-44.5% |
| Participation rate | 65.9% | 72.1%-6.2pp | 81.9%-16.0pp | 74.9%-9.0pp |
| Annual return | 16.49% | 19.93%-3.4pp | 151.13%-134.6pp | 19.29%-2.8pp |
| Employer contribution / active EE | $1,495 | $1,865-19.8% | $5,011-70.2% | $2,680-44.2% |
| Participant deferral / active EE | $4,066 | $3,372+20.6% | $5,202-21.9% | $4,563-10.9% |
| Admin fee / account holder | $60 | $58+3.5% | $13,988-99.6% | $79-24.2% |