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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,720 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 201 E PINE STREET SUITE 1100 · ORLANDO, FL 32801 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,457 | $62,267-80.0% | $110,241-88.7% | $55,725-77.6% |
| Participation rate | 94.5% | 78.1%+16.3pp | 79.8%+14.6pp | 70.9%+23.6pp |
| Annual return | -5.08% | -1.07%-4.0pp | 314.75%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $478 | $1,941-75.4% | $3,827-87.5% | $2,078-77.0% |
| Participant deferral / active EE | $2,113 | $3,516-39.9% | $4,672-54.8% | $3,356-37.0% |
| Admin fee / account holder | $16 | $121-87.1% | $8,548-99.8% | $115-86.5% |