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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,810 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 111 S PFINGSTEN ROAD · DEERFIELD, IL 60015 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,462 | $82,978-38.0% | $129,995-60.4% | $71,457-28.0% |
| Participation rate | 91.8% | 74.1%+17.7pp | 78.5%+13.3pp | 67.9%+23.9pp |
| Annual return | 12.81% | 20.60%-7.8pp | -137.18%+150.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $356 | $2,622-86.4% | $4,320-91.8% | $2,588-86.2% |
| Participant deferral / active EE | $5,355 | $4,432+20.8% | $5,820-8.0% | $4,289+24.9% |
| Admin fee / account holder | $21 | $1,729-98.8% | $10,614-99.8% | $1,587-98.7% |