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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $136,931 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $68,411 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $7,575 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,756 | $132,191-28.3% | $115,768-18.2% | $103,975-8.9% |
| Participation rate | 85.8% | 86.7%-0.9pp | 74.4%+11.4pp | 72.5%+13.3pp |
| Annual return | 18.38% | 15.87%+2.5pp | 100.46%-82.1pp | 19.41%-1.0pp |
| Employer contribution / active EE | $3,265 | $4,751-31.3% | $2,940+11.0% | $3,722-12.3% |
| Participant deferral / active EE | $7,531 | $7,122+5.7% | $4,917+53.2% | $5,343+41.0% |
| Admin fee / account holder | $166 | $118+40.6% | $12,439-98.7% | $332-50.2% |