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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,332,291 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage | $87,170 |
STEEL PEAK WEALTH MGMT LLC2+ years Service code 33 · EIN 46-1173026 | Securities brokerage | $3,059 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $2,100 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage | $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 | $110,738 | $88,581+25.0% | $74,184+49.3% | $65,292+69.6% |
| Participation rate | 94.2% | 86.2%+8.0pp | 76.6%+17.5pp | 72.4%+21.7pp |
| Annual return | 9.95% | 11.72%-1.8pp | 17.74%-7.8pp | 11.84%-1.9pp |
| Employer contribution / active EE | $6,945 | $3,021+129.9% | $2,370+193.0% | $2,302+201.7% |
| Participant deferral / active EE | $9,935 | $4,898+102.8% | $3,550+179.9% | $3,579+177.6% |
| Admin fee / account holder | $55 | $60-8.6% | $5,586-99.0% | $57-4.7% |