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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $82,601 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $51,839 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,111 | $65,223-32.4% | $80,022-44.9% | $55,725-20.8% |
| Participation rate | 81.0% | 80.6%+0.4pp | 75.8%+5.1pp | 70.9%+10.1pp |
| Annual return | -3.28% | 7.59%-10.9pp | 11.22%-14.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,099 | $2,544-17.5% | $2,468-15.0% | $2,078+1.0% |
| Participant deferral / active EE | $5,116 | $3,881+31.8% | $3,686+38.8% | $3,356+52.5% |
| Admin fee / account holder | $142 | $114+24.2% | $6,521-97.8% | $115+23.1% |