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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,819 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,059 | $96,236-36.6% | $133,698-54.3% | $80,959-24.6% |
| Participation rate | 96.5% | 71.2%+25.3pp | 76.4%+20.1pp | 67.7%+28.8pp |
| Annual return | 13.85% | 28.74%-14.9pp | 580.90%-567.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,091 | $3,350-37.6% | $4,218-50.4% | $2,757-24.2% |
| Participant deferral / active EE | $10,463 | $5,709+83.3% | $7,016+49.1% | $4,300+143.3% |
| Admin fee / account holder | $22 | $8,250-99.7% | $6,703-99.7% | $6,925-99.7% |