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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $44,836 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,112 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,703 | $48,261-28.1% | $68,612-49.4% | $55,725-37.7% |
| Participation rate | 97.1% | 71.0%+26.1pp | 72.2%+24.9pp | 70.9%+26.3pp |
| Annual return | -4.17% | -2.61%-1.6pp | -4.63%+0.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,049 | $1,742+17.6% | $2,625-22.0% | $2,078-1.4% |
| Participant deferral / active EE | $7,507 | $2,712+176.8% | $3,311+126.7% | $3,356+123.7% |
| Admin fee / account holder | $121 | $126-3.8% | $5,131-97.6% | $115+5.4% |