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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $50,110 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,126 |
JONES & MALHOTRA2 years Service code 15 · EIN 95-4668647 | Recordkeeping | $8,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,766 | $39,898+14.7% | $121,220-62.2% | $55,725-17.9% |
| Participation rate | 86.2% | 61.2%+24.9pp | 71.8%+14.4pp | 70.9%+15.3pp |
| Annual return | 10.46% | -0.96%+11.4pp | 16.94%-6.5pp | 244.93%-234.5pp |
| Employer contribution / active EE | $32 | $1,295-97.6% | $4,023-99.2% | $2,078-98.5% |
| Participant deferral / active EE | $5,574 | $2,439+128.5% | $3,345+66.6% | $3,356+66.1% |
| Admin fee / account holder | $110 | $95+15.4% | $5,021-97.8% | $115-4.7% |