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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $40,133 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $31,208 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,326 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,312 | $65,246-45.9% | $98,716-64.2% | $67,986-48.1% |
| Participation rate | 90.0% | 51.4%+38.6pp | 69.3%+20.7pp | 57.2%+32.8pp |
| Annual return | 27.32% | 20.58%+6.7pp | 31.81%-4.5pp | 31.67%-4.3pp |
| Employer contribution / active EE | $2,740 | $1,042+163.0% | $2,279+20.3% | $2,019+35.7% |
| Participant deferral / active EE | $4,968 | $2,594+91.5% | $4,048+22.7% | $3,358+48.0% |
| Admin fee / account holder | $280 | $4,561-93.9% | $8,703-96.8% | $3,203-91.3% |