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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,292 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,318 | $83,427-51.7% | $115,756-65.2% | $68,490-41.1% |
| Participation rate | 94.2% | 71.9%+22.3pp | 77.1%+17.1pp | 67.9%+26.3pp |
| Annual return | -18.53% | -10.95%-7.6pp | 143.14%-161.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,927 | $3,075-37.3% | $3,793-49.2% | $2,597-25.8% |
| Participant deferral / active EE | $8,240 | $5,355+53.9% | $6,254+31.8% | $4,028+104.6% |
| Admin fee / account holder | $15 | $5,708-99.7% | $8,124-99.8% | $5,403-99.7% |