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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,945 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 16644 W BERNARDO DRIVE STE 400 · SAN DIEGO, CA 92127 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,697 | $89,652-47.9% | $141,197-66.9% | $65,186-28.4% |
| Participation rate | 59.8% | 74.7%-14.9pp | 82.5%-22.7pp | 70.2%-10.4pp |
| Annual return | 23.36% | 32.79%-9.4pp | 71.41%-48.0pp | 29.39%-6.0pp |
| Employer contribution / active EE | $1,435 | $3,065-53.2% | $4,736-69.7% | $2,177-34.1% |
| Participant deferral / active EE | $4,040 | $5,691-29.0% | $6,710-39.8% | $3,514+15.0% |
| Admin fee / account holder | $18 | $569-96.9% | $10,265-99.8% | $847-97.9% |