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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $32,698 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,622 | $48,277-36.6% | $63,244-51.6% | $55,191-44.5% |
| Participation rate | 91.6% | 69.4%+22.3pp | 71.0%+20.6pp | 69.2%+22.5pp |
| Annual return | 2.30% | 2.37%-0.1pp | -70.31%+72.6pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,172 | $1,592-26.4% | $2,322-49.5% | $1,899-38.3% |
| Participant deferral / active EE | $4,747 | $2,432+95.2% | $2,953+60.7% | $3,046+55.8% |
| Admin fee / account holder | $82 | $86-4.6% | $5,893-98.6% | $91-9.6% |