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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $48,088 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,956 |
KLICHS LLP5 years Service code 15 · EIN 46-2608003 | Recordkeeping | $19,000 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,495 | $86,655+22.9% | $119,622-11.0% | $66,938+59.1% |
| Participation rate | 93.1% | 75.6%+17.5pp | 79.3%+13.8pp | 69.8%+23.3pp |
| Annual return | -16.04% | -8.00%-8.0pp | -14.98%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $11,572 | $2,536+356.3% | $4,232+173.4% | $2,545+354.6% |
| Participant deferral / active EE | $7,309 | $4,358+67.7% | $5,601+30.5% | $4,238+72.4% |
| Admin fee / account holder | $270 | $755-64.2% | $10,328-97.4% | $594-54.5% |