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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $30,338 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,291 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,449 | $60,504+31.3% | $81,882-3.0% | $74,478+6.7% |
| Participation rate | 95.0% | 62.9%+32.0pp | 72.4%+22.6pp | 67.2%+27.7pp |
| Annual return | 10.84% | 16.91%-6.1pp | 779.47%-768.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,973 | $2,627-24.9% | $2,916-32.3% | $2,626-24.9% |
| Participant deferral / active EE | $4,466 | $3,400+31.4% | $4,323+3.3% | $4,350+2.7% |
| Admin fee / account holder | $344 | $1,492-76.9% | $7,360-95.3% | $1,946-82.3% |