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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $68,641 |
JONES & MALHOTRA3 years Service code 15 · EIN 95-4668647 | Recordkeeping | $8,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,460 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,964 | $47,648+0.7% | $130,648-63.3% | $67,579-29.0% |
| Participation rate | 91.2% | 60.4%+30.7pp | 71.7%+19.4pp | 71.3%+19.9pp |
| Annual return | 23.73% | 25.73%-2.0pp | 1708.96%-1685.2pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2 | $1,408-99.8% | $4,092-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $6,449 | $2,616+146.5% | $3,603+79.0% | $3,539+82.2% |
| Admin fee / account holder | $96 | $105-8.6% | $5,464-98.2% | $142-32.5% |