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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,158 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,193 | $65,820-72.4% | $108,745-83.3% | $57,658-68.4% |
| Participation rate | 88.7% | 72.7%+16.0pp | 77.7%+11.0pp | 70.2%+18.5pp |
| Annual return | 8.80% | 21.32%-12.5pp | 46.22%-37.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,304 | $2,285-43.0% | $3,323-60.8% | $1,974-34.0% |
| Participant deferral / active EE | $4,755 | $3,578+32.9% | $5,121-7.2% | $3,061+55.4% |
| Admin fee / account holder | $31 | $91-65.5% | $6,144-99.5% | $95-66.8% |