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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $39,199 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,098 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,676 | $55,470+50.8% | $155,556-46.2% | $74,478+12.3% |
| Participation rate | 90.0% | 61.9%+28.1pp | 78.2%+11.8pp | 67.2%+22.8pp |
| Annual return | 11.53% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $4,680 | $2,267+106.5% | $4,675+0.1% | $2,626+78.2% |
| Participant deferral / active EE | $10,959 | $2,838+286.2% | $5,631+94.6% | $4,350+151.9% |
| Admin fee / account holder | $253 | $1,744-85.5% | $15,885-98.4% | $1,946-87.0% |