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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,003 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $16,972 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,183 | $59,456-56.0% | $93,669-72.0% | $74,429-64.8% |
| Participation rate | 89.6% | 59.6%+29.9pp | 68.7%+20.9pp | 67.2%+22.4pp |
| Annual return | 13.08% | 82.00%-68.9pp | 133.59%-120.5pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $2,610 | $1,266+106.1% | $2,424+7.7% | $2,625-0.6% |
| Participant deferral / active EE | $4,734 | $3,052+55.1% | $4,416+7.2% | $4,348+8.9% |
| Admin fee / account holder | $194 | $3,026-93.6% | $8,291-97.7% | $1,944-90.0% |