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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $38,941 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $27,198 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,461 | $64,286-66.6% | $106,387-79.8% | $55,725-61.5% |
| Participation rate | 86.4% | 75.2%+11.2pp | 77.5%+9.0pp | 70.9%+15.6pp |
| Annual return | -6.70% | 0.84%-7.5pp | 0.25%-7.0pp | 244.93%-251.6pp |
| Employer contribution / active EE | $778 | $2,367-67.2% | $3,520-77.9% | $2,078-62.6% |
| Participant deferral / active EE | $3,697 | $4,158-11.1% | $5,421-31.8% | $3,356+10.2% |
| Admin fee / account holder | $129 | $102+25.8% | $7,510-98.3% | $115+11.7% |