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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,545 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 58 S SERVICE ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,190 | $65,083-53.6% | $143,788-79.0% | $66,930-54.9% |
| Participation rate | 93.1% | 65.2%+27.9pp | 80.3%+12.8pp | 69.8%+23.3pp |
| Annual return | -17.39% | -11.13%-6.3pp | -0.03%-17.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,752 | $2,361-25.8% | $4,952-64.6% | $2,545-31.2% |
| Participant deferral / active EE | $4,088 | $2,920+40.0% | $5,638-27.5% | $4,238-3.5% |
| Admin fee / account holder | $10 | $502-98.1% | $14,675-99.9% | $593-98.4% |