Filed September 10, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $32,074 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,785 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,293 | $102,661-24.7% | $151,645-49.0% | $66,949+15.5% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.5%+9.9pp | 69.8%+27.5pp |
| Annual return | -15.03% | -10.81%-4.2pp | 3.34%-18.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $4,416 | $4,184+5.5% | $6,165-28.4% | $2,545+73.5% |
| Participant deferral / active EE | $5,699 | $6,645-14.2% | $8,363-31.9% | $4,239+34.4% |
| Admin fee / account holder | $236 | $630-62.6% | $11,614-98.0% | $594-60.3% |