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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Recordkeeping | $62,004 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,105 |
Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,307 | $33,232-32.9% | $71,796-68.9% | $63,975-65.1% |
| Participation rate | 84.3% | 60.1%+24.2pp | 69.1%+15.2pp | 71.1%+13.2pp |
| Annual return | 6.78% | 11.99%-5.2pp | 78.04%-71.3pp | 48.65%-41.9pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,174 | $1,604+35.5% | $2,794-22.2% | $3,356-35.2% |
| Admin fee / account holder | $37 | $63-42.4% | $4,815-99.2% | $70-48.1% |