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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $297,173 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $44,935 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,125 | $67,512-12.4% | $185,854-68.2% | $93,010-36.4% |
| Participation rate | 84.2% | 67.1%+17.1pp | 81.7%+2.5pp | 73.9%+10.3pp |
| Annual return | 15.16% | 21.04%-5.9pp | 122.12%-107.0pp | 158.70%-143.5pp |
| Employer contribution / active EE | $2,332 | $1,783+30.8% | $5,169-54.9% | $2,705-13.8% |
| Participant deferral / active EE | $5,522 | $3,035+81.9% | $5,569-0.8% | $4,561+21.1% |
| Admin fee / account holder | $60 | $318-81.2% | $16,246-99.6% | $152-60.5% |