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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,864 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 333 WEST SAN CARLOS STREET · SAN JOSE, CA 95110 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,397 | $79,209-36.4% | $102,434-50.8% | $74,459-32.3% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 19.42% | 54.98%-35.6pp | 29.46%-10.0pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $1,847 | $2,362-21.8% | $3,023-38.9% | $2,626-29.7% |
| Participant deferral / active EE | $5,832 | $4,417+32.0% | $5,055+15.4% | $4,350+34.1% |
| Admin fee / account holder | $22 | $2,002-98.9% | $9,462-99.8% | $1,945-98.9% |