Filed September 10, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,945 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $17,786 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $51,200 | $74,089-30.9% | $133,975-61.8% | $55,167-7.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 14.62% | 12.11%+2.5pp | 29.29%-14.7pp | 169.23%-154.6pp |
| Employer contribution / active EE | $3,455 | $3,064+12.8% | $5,211-33.7% | $1,963+76.0% |
| Participant deferral / active EE | $3,792 | $4,678-18.9% | $6,282-39.6% | $3,054+24.2% |
| Admin fee / account holder | $263 | $458-42.7% | $9,324-97.2% | $504-47.9% |