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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $28,751 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $415 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,573 | $71,878+110.9% | $86,698+74.8% | $68,486+121.3% |
| Participation rate | 70.2% | 72.2%-2.0pp | 76.6%-6.4pp | 67.9%+2.3pp |
| Annual return | -20.62% | 3.53%-24.2pp | 35.95%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,245 | $3,779+38.8% | $4,656+12.6% | $4,028+30.2% |
| Admin fee / account holder | $324 | $6,113-94.7% | $7,493-95.7% | $5,404-94.0% |