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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 1200 MT KEMBLE AVE · MORRISTOWN, NJ 07962 | 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 | $38,976 | $48,313-19.3% | $73,309-46.8% | $52,331-25.5% |
| Participation rate | 94.3% | 68.6%+25.7pp | 74.9%+19.4pp | 68.1%+26.2pp |
| Annual return | 1.59% | 3.85%-2.3pp | 5.67%-4.1pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,906 | $1,661+14.8% | $3,237-41.1% | $1,882+1.3% |
| Participant deferral / active EE | $5,526 | $4,189+31.9% | $4,991+10.7% | $3,022+82.9% |
| Admin fee / account holder | $6 | $404-98.5% | $5,635-99.9% | $592-99.0% |