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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,675 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 400 GALLERIA PARKWAY · ATLANTA, GA 30339 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
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 | $23,185 | $57,384-59.6% | $106,387-78.2% | $56,289-58.8% |
| Participation rate | 95.1% | 71.3%+23.8pp | 77.5%+17.7pp | 69.9%+25.3pp |
| Annual return | -5.69% | 5.91%-11.6pp | 0.25%-5.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,746 | $2,348-25.6% | $3,520-50.4% | $2,111-17.3% |
| Participant deferral / active EE | $6,609 | $3,799+74.0% | $5,421+21.9% | $3,350+97.3% |
| Admin fee / account holder | $13 | $566-97.7% | $7,510-99.8% | $521-97.5% |