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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 301 CONGRESS STE 1400 · AUSTIN, TX 78701 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,036 | $42,383-45.6% | $76,518-69.9% | $64,173-64.1% |
| Participation rate | 71.6% | 58.1%+13.5pp | 68.0%+3.6pp | 69.6%+2.1pp |
| Annual return | -8.51% | -16.54%+8.0pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,224 | $2,566+64.6% | $3,836+10.1% | $3,470+21.7% |
| Admin fee / account holder | $6 | $3,198-99.8% | $4,849-99.9% | $4,887-99.9% |