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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 ATTN COMMISSIONS 6300 LAMAR AVE · OVERLAND PARK, KS 66202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $853 | $52,293-98.4% | $178,498-99.5% | $73,412-98.8% |
| Participation rate | 0.7% | 65.3%-64.6pp | 81.9%-81.2pp | 72.2%-71.5pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.09%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6 | $2,332-99.8% | $5,202-99.9% | $3,806-99.8% |
| Admin fee / account holder | $0 | $127-100.0% | $13,985-100.0% | $158-100.0% |