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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $96,021 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $61,779 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | 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 | $59,713 | $85,135-29.9% | $98,916-39.6% | $73,412-18.7% |
| Participation rate | 78.5% | 81.1%-2.7pp | 76.0%+2.4pp | 72.2%+6.3pp |
| Annual return | 19.01% | 19.14%-0.1pp | 196.45%-177.4pp | 59.30%-40.3pp |
| Employer contribution / active EE | $2,914 | $2,721+7.1% | $2,689+8.4% | $2,234+30.5% |
| Participant deferral / active EE | $6,051 | $4,349+39.1% | $4,245+42.5% | $3,806+59.0% |
| Admin fee / account holder | $157 | $139+12.6% | $6,642-97.6% | $158-0.7% |