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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 | $96,137-36.5% | $136,007-55.1% | $80,874-24.5% |
| Participation rate | 96.5% | 71.2%+25.3pp | 76.5%+20.0pp | 67.6%+28.8pp |
| Annual return | 13.85% | 28.70%-14.8pp | 579.32%-565.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,091 | $3,350-37.6% | $4,215-50.4% | $2,756-24.1% |
| Participant deferral / active EE | $10,463 | $5,706+83.4% | $7,024+49.0% | $4,297+143.5% |
| Admin fee / account holder | $22 | $8,236-99.7% | $6,858-99.7% | $6,935-99.7% |