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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,329 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,257 | $102,065-53.7% | $453,569-89.6% | $85,851-45.0% |
| Participation rate | 96.9% | 72.4%+24.5pp | 78.0%+18.9pp | 69.3%+27.6pp |
| Annual return | 16.43% | 25.44%-9.0pp | 64.43%-48.0pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,580 | $2,852-44.6% | $4,072-61.2% | $2,565-38.4% |
| Participant deferral / active EE | $6,926 | $4,789+44.6% | $6,211+11.5% | $3,952+75.2% |
| Admin fee / account holder | $15 | $5,717-99.7% | $11,214-99.9% | $6,261-99.8% |