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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,482 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: TRC GROUP OF MORGAN STANLEY WEALTH 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,753 | $84,493-44.7% | $125,381-62.7% | $66,938-30.2% |
| Participation rate | 61.0% | 76.4%-15.5pp | 82.4%-21.4pp | 69.8%-8.9pp |
| Annual return | -16.41% | -8.49%-7.9pp | 572.31%-588.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,902 | $3,554-46.5% | $4,815-60.5% | $2,545-25.3% |
| Participant deferral / active EE | $5,292 | $6,783-22.0% | $7,448-28.9% | $4,238+24.9% |
| Admin fee / account holder | $27 | $685-96.0% | $10,007-99.7% | $594-95.4% |