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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,719 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,417 | $29,525+6.4% | $56,033-43.9% | $77,736-59.6% |
| Participation rate | 25.8% | 32.7%-6.9pp | 52.5%-26.7pp | 70.6%-44.8pp |
| Annual return | 14.74% | 18.90%-4.2pp | 1711.38%-1696.6pp | 31.26%-16.5pp |
| Employer contribution / active EE | $711 | $569+24.8% | $1,041-31.7% | $2,728-73.9% |
| Participant deferral / active EE | $1,552 | $1,062+46.2% | $1,954-20.6% | $4,651-66.6% |
| Admin fee / account holder | $174 | $1,040-83.3% | $2,827-93.9% | $433-59.9% |