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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,995 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $23,726 | $64,954-63.5% | $115,752-79.5% | $62,293-61.9% |
| Participation rate | 88.4% | 73.0%+15.4pp | 77.8%+10.6pp | 69.5%+18.9pp |
| Annual return | 14.92% | 24.87%-9.9pp | 19.41%-4.5pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,965 | $2,344-16.1% | $3,492-43.7% | $2,042-3.8% |
| Participant deferral / active EE | $7,482 | $3,665+104.1% | $5,204+43.8% | $3,169+136.1% |
| Admin fee / account holder | $34 | $414-91.9% | $6,278-99.5% | $479-93.0% |