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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $24,081 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,425 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,543 | $91,474-20.7% | $135,982-46.7% | $71,529+1.4% |
| Participation rate | 78.5% | 75.7%+2.8pp | 81.9%-3.4pp | 67.9%+10.6pp |
| Annual return | 21.25% | 29.89%-8.6pp | 68.32%-47.1pp | 28.97%-7.7pp |
| Employer contribution / active EE | $3,744 | $3,705+1.0% | $4,859-22.9% | $2,590+44.6% |
| Participant deferral / active EE | $9,762 | $7,095+37.6% | $7,760+25.8% | $4,291+127.5% |
| Admin fee / account holder | $266 | $1,267-79.0% | $10,767-97.5% | $1,588-83.3% |