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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $65,580 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,134 |
ADP BROKER-DEALER6 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 | $79,388 | $61,391+29.3% | $149,723-47.0% | $71,529+11.0% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.1pp | 67.9%+26.0pp |
| Annual return | 15.46% | 35.88%-20.4pp | 134.50%-119.0pp | 28.97%-13.5pp |
| Employer contribution / active EE | $4,588 | $2,384+92.5% | $4,821-4.8% | $2,590+77.2% |
| Participant deferral / active EE | $10,640 | $2,921+264.3% | $5,682+87.2% | $4,291+147.9% |
| Admin fee / account holder | $240 | $1,264-81.0% | $13,215-98.2% | $1,588-84.9% |