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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $51,132 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,330 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,641 | $52,507-11.2% | $129,406-64.0% | $74,478-37.4% |
| Participation rate | 88.2% | 53.9%+34.3pp | 69.6%+18.5pp | 67.2%+21.0pp |
| Annual return | 12.69% | 15.64%-3.0pp | 9468.18%-9455.5pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,751 | $2,801+248.2% | $4,167+134.0% | $4,350+124.1% |
| Admin fee / account holder | $163 | $2,639-93.8% | $7,689-97.9% | $1,946-91.6% |