Filed September 10, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,202 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $16,478 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,255 | $70,667-37.4% | $123,105-64.1% | $52,331-15.4% |
| Participation rate | 99.1% | 83.7%+15.4pp | 86.8%+12.3pp | 68.1%+31.0pp |
| Annual return | -1.30% | 6.23%-7.5pp | 13.22%-14.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,364 | $2,946+14.2% | $5,151-34.7% | $1,882+78.8% |
| Participant deferral / active EE | $3,413 | $4,493-24.0% | $6,229-45.2% | $3,022+12.9% |
| Admin fee / account holder | $268 | $506-47.1% | $9,014-97.0% | $592-54.7% |