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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,198 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ 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 | $61,034 | $52,279+16.7% | $89,435-31.8% | $79,856-23.6% |
| Participation rate | 84.1% | 57.5%+26.6pp | 68.0%+16.1pp | 69.6%+14.5pp |
| Annual return | 17.34% | 22.16%-4.8pp | 245.55%-228.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,120 | $2,740+123.3% | $3,890+57.3% | $3,741+63.6% |
| Admin fee / account holder | $62 | $3,356-98.2% | $4,884-98.7% | $5,306-98.8% |