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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $60,789 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,061 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,056 | $102,385-31.6% | $147,080-52.4% | $80,935-13.4% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 15.15% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $14,650 | $3,717+294.2% | $4,933+197.0% | $2,757+431.4% |
| Participant deferral / active EE | $32,695 | $6,651+391.6% | $8,066+305.3% | $4,299+660.4% |
| Admin fee / account holder | $175 | $7,951-97.8% | $12,989-98.7% | $6,924-97.5% |