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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,951 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Participants) | $20,816 |
ADP BROKER-DEALER3+ 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 | $22,600 | $68,544-67.0% | $115,752-80.5% | $69,631-67.5% |
| Participation rate | 84.0% | 74.0%+10.1pp | 77.8%+6.3pp | 70.7%+13.3pp |
| Annual return | 21.49% | 20.97%+0.5pp | 19.41%+2.1pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $628 | $2,400-73.9% | $3,492-82.0% | $2,032-69.1% |
| Participant deferral / active EE | $3,017 | $3,887-22.4% | $5,204-42.0% | $3,224-6.4% |
| Admin fee / account holder | $139 | $90+53.4% | $6,278-97.8% | $110+25.5% |