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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 111 S PFINGSTEN RD SUITE 200 · DEERFIELD, IL 60015 | Other Services | $0 |
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 | $100,615 | $53,412+88.4% | $68,509+46.9% | $52,331+92.3% |
| Participation rate | 93.0% | 71.7%+21.4pp | 74.7%+18.3pp | 68.1%+24.9pp |
| Annual return | -1.15% | 3.42%-4.6pp | 8.27%-9.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $3,610 | $1,607+124.6% | $2,278+58.5% | $1,882+91.8% |
| Participant deferral / active EE | $12,522 | $2,688+365.9% | $3,382+270.2% | $3,022+314.4% |
| Admin fee / account holder | $16 | $461-96.5% | $5,275-99.7% | $592-97.3% |