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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $64,157 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,694 |
KLICHS LLP6 years Service code 15 · EIN 46-2608003 | Recordkeeping | $10,000 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,399 | $83,045+47.4% | $130,045-5.9% | $71,511+71.2% |
| Participation rate | 98.1% | 74.1%+23.9pp | 78.5%+19.6pp | 67.9%+30.1pp |
| Annual return | 18.34% | 20.61%-2.3pp | -137.30%+155.6pp | 28.86%-10.5pp |
| Employer contribution / active EE | $11,589 | $2,623+341.8% | $4,321+168.2% | $2,589+347.6% |
| Participant deferral / active EE | $7,673 | $4,436+73.0% | $5,820+31.8% | $4,291+78.8% |
| Admin fee / account holder | $272 | $1,727-84.2% | $10,600-97.4% | $1,588-82.9% |