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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $23,001 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $6,713 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,005 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $96,042 | $78,670+22.1% | $109,173-12.0% | $85,847+11.9% |
| Participation rate | 94.9% | 68.3%+26.7pp | 75.9%+19.1pp | 69.3%+25.6pp |
| Annual return | 12.59% | 25.09%-12.5pp | 25.75%-13.2pp | 318.61%-306.0pp |
| Employer contribution / active EE | $8,000 | $2,734+192.6% | $3,723+114.9% | $2,565+211.9% |
| Participant deferral / active EE | $9,132 | $3,467+163.4% | $4,654+96.2% | $3,952+131.1% |
| Admin fee / account holder | $244 | $5,469-95.5% | $6,755-96.4% | $6,261-96.1% |