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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,788 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 2204 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,242 | $59,186+64.3% | $76,768+26.7% | $56,287+72.8% |
| Participation rate | 21.1% | 75.2%-54.2pp | 77.0%-55.9pp | 69.9%-48.8pp |
| Annual return | -7.51% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,719 | $3,255-47.2% | $3,852-55.4% | $3,350-48.7% |
| Admin fee / account holder | $158 | $489-67.7% | $6,675-97.6% | $521-69.7% |