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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $49,454 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,071 |
JONES & MALHOTRA6 years Service code 15 · EIN 95-4668647 | Recordkeeping | $9,500 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,139 | $45,602-22.9% | $117,472-70.1% | $66,914-47.5% |
| Participation rate | 89.1% | 57.6%+31.5pp | 70.6%+18.5pp | 69.8%+19.3pp |
| Annual return | -16.42% | -16.74%+0.3pp | 29.74%-46.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,830 | $2,845+210.4% | $4,070+117.0% | $4,237+108.4% |
| Admin fee / account holder | $170 | $661-74.3% | $5,645-97.0% | $593-71.3% |