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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $27,154 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,557 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,141 | $73,978+54.3% | $96,515+18.3% | $75,173+51.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 16.72% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $3,515 | $2,931+19.9% | $3,740-6.0% | $2,671+31.6% |
| Participant deferral / active EE | $8,643 | $3,660+136.2% | $4,880+77.1% | $4,126+109.5% |
| Admin fee / account holder | $286 | $5,219-94.5% | $6,735-95.8% | $5,651-94.9% |