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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $27,500 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $8,683 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,550 |
DEAM DISTRIBUTORS, INC.2 years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
DEAM DISTRIBUTORS, INC.2 years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
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 | $61,606 | $155,795-60.5% | $136,298-54.8% | $69,631-11.5% |
| Participation rate | 94.7% | 75.2%+19.4pp | 81.9%+12.7pp | 70.7%+24.0pp |
| Annual return | 19.04% | 232464.33%-232445.3pp | 5156.27%-5137.2pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,772 | $2,991-40.7% | $4,696-62.3% | $2,032-12.8% |
| Participant deferral / active EE | $7,359 | $5,394+36.4% | $6,247+17.8% | $3,224+128.3% |
| Admin fee / account holder | $82 | $128-35.9% | $9,244-99.1% | $110-25.5% |