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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 1200 MT KEMBLE AVE · MORRISTOWN, NJ 07962 | 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 | $62,538 | $59,535+5.0% | $90,161-30.6% | $62,293+0.4% |
| Participation rate | 92.2% | 73.0%+19.2pp | 76.9%+15.4pp | 69.5%+22.7pp |
| Annual return | 21.65% | 23.53%-1.9pp | 34.89%-13.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $2,071 | $1,826+13.5% | $3,318-37.6% | $2,042+1.4% |
| Participant deferral / active EE | $5,847 | $4,639+26.0% | $5,287+10.6% | $3,169+84.5% |
| Admin fee / account holder | $4 | $337-98.7% | $5,943-99.9% | $479-99.1% |