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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $70,385 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,887 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,420 | $38,833-37.1% | $78,778-69.0% | $77,958-68.7% |
| Participation rate | 86.6% | 60.9%+25.7pp | 69.2%+17.4pp | 71.6%+14.9pp |
| Annual return | 18.15% | 20.31%-2.2pp | 35.62%-17.5pp | 20.87%-2.7pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,228 | $1,776+25.5% | $2,958-24.7% | $3,537-37.0% |
| Admin fee / account holder | $37 | $89-58.1% | $5,134-99.3% | $97-61.7% |