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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 | $85,515+96.0% | $112,040+49.6% | $67,986+146.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 5.63% | 29.68%-24.1pp | 24.52%-18.9pp | 31.67%-26.0pp |
| Employer contribution / active EE | $6,201 | $2,191+183.0% | $2,954+109.9% | $2,019+207.2% |
| Participant deferral / active EE | $16,625 | $4,014+314.2% | $5,098+226.1% | $3,358+395.1% |
| Admin fee / account holder | $243 | $3,774-93.5% | $12,098-98.0% | $3,203-92.4% |