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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,702 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $16,088 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,830 | $65,820-74.4% | $108,745-84.5% | $57,658-70.8% |
| Participation rate | 85.5% | 72.7%+12.8pp | 77.7%+7.9pp | 70.2%+15.3pp |
| Annual return | 13.29% | 21.32%-8.0pp | 46.22%-32.9pp | 5.13%+8.2pp |
| Employer contribution / active EE | $446 | $2,285-80.5% | $3,323-86.6% | $1,974-77.4% |
| Participant deferral / active EE | $2,712 | $3,578-24.2% | $5,121-47.0% | $3,061-11.4% |
| Admin fee / account holder | $107 | $91+17.4% | $6,144-98.3% | $95+13.2% |