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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,063 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 35 VILLAGE RD STE 601 · MIDDLETON, MA 01949 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,419 | $79,189+7.9% | $102,457-16.6% | $74,400+14.8% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.6pp |
| Annual return | 13.67% | 54.98%-41.3pp | 29.41%-15.7pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $4,352 | $2,362+84.2% | $3,022+44.0% | $2,624+65.8% |
| Participant deferral / active EE | $10,306 | $4,415+133.4% | $5,054+103.9% | $4,348+137.0% |
| Admin fee / account holder | $27 | $2,002-98.6% | $9,451-99.7% | $1,944-98.6% |