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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 Filed as: MORGAN STANELY Service code 49 444 SOUTH FLOWER ST 35TH FLOOR · LOS ANGELES, CA 90071 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406 | $30,107-98.6% | $61,452-99.3% | $64,819-99.4% |
| Participation rate | 2.2% | 36.4%-34.2pp | 52.6%-50.3pp | 71.5%-69.2pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.96%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $9 | $1,126-99.2% | $2,125-99.6% | $4,311-99.8% |
| Admin fee / account holder | $0 | $148-100.0% | $2,131-100.0% | $188-100.0% |