Filed May 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $82,592 |
NORMAN ALBERT PC1+ years Filed as: NORMAN JONES ENLOW & CO Service code 15 · EIN 31-1282719 | Recordkeeping | $7,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $2,400 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,691 | $72,770-15.2% | $67,652-8.8% | $55,191+11.8% |
| Participation rate | 91.9% | 78.8%+13.1pp | 75.7%+16.2pp | 69.2%+22.7pp |
| Annual return | 31.46% | -3.26%+34.7pp | 6625.04%-6593.6pp | 10.78%+20.7pp |
| Employer contribution / active EE | $2,016 | $1,769+13.9% | $2,266-11.0% | $1,899+6.2% |
| Participant deferral / active EE | $6,051 | $3,408+77.5% | $3,560+70.0% | $3,046+98.6% |
| Admin fee / account holder | $97 | $79+23.0% | $4,821-98.0% | $91+6.8% |