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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,457 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,435 |
JGD & ASSOCIATES LLP4 years Service code 15 · EIN 95-3132551 | Recordkeeping | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,590 | $79,867+109.8% | $120,344+39.3% | $64,340+160.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 5.63% | 21.10%-15.5pp | 20.30%-14.7pp | 24.14%-18.5pp |
| Employer contribution / active EE | $6,201 | $1,925+222.2% | $3,020+105.3% | $1,862+233.1% |
| Participant deferral / active EE | $16,625 | $3,593+362.7% | $5,135+223.8% | $2,980+457.8% |
| Admin fee / account holder | $243 | $5,039-95.2% | $12,742-98.1% | $3,703-93.4% |