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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 | $52,450-11.1% | $129,397-64.0% | $74,429-37.3% |
| Participation rate | 88.2% | 53.8%+34.3pp | 69.6%+18.6pp | 67.2%+21.0pp |
| Annual return | 12.69% | 15.65%-3.0pp | 9453.98%-9441.3pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $9,751 | $2,797+248.6% | $4,167+134.0% | $4,348+124.2% |
| Admin fee / account holder | $163 | $2,636-93.8% | $7,679-97.9% | $1,944-91.6% |