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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $31,445 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,347 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $79,088 | $61,172+29.3% | $185,851-57.4% | $79,389-0.4% |
| Participation rate | 93.1% | 66.6%+26.5pp | 81.7%+11.4pp | 70.7%+22.4pp |
| Annual return | 11.96% | 19.45%-7.5pp | 122.11%-110.1pp | 116.89%-104.9pp |
| Employer contribution / active EE | $4,093 | $2,321+76.4% | $5,168-20.8% | $2,428+68.6% |
| Participant deferral / active EE | $9,702 | $2,788+248.0% | $5,569+74.2% | $4,046+139.8% |
| Admin fee / account holder | $251 | $710-64.6% | $16,245-98.5% | $626-59.9% |