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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,454 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 1200 MT KEMBLE AVE · MORRISTOWN, NJ 07962 | Other Services | $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 | $51,753 | $51,244+1.0% | $80,977-36.1% | $55,167-6.2% |
| Participation rate | 91.2% | 71.7%+19.5pp | 75.8%+15.4pp | 69.0%+22.2pp |
| Annual return | 11.74% | 17.39%-5.7pp | 17.11%-5.4pp | 169.23%-157.5pp |
| Employer contribution / active EE | $2,438 | $1,770+37.7% | $3,715-34.4% | $1,963+24.2% |
| Participant deferral / active EE | $6,566 | $4,418+48.6% | $5,696+15.3% | $3,054+115.0% |
| Admin fee / account holder | $10 | $398-97.5% | $5,517-99.8% | $504-98.0% |