Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,812 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | 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.
Employer 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 | $36,772 | $122,128-69.9% | $147,117-75.0% | $200,096-81.6% |
| Participation rate | 30.7% | 78.2%-47.4pp | 82.2%-51.4pp | 72.0%-41.3pp |
| Annual return | 14.24% | 30.58%-16.3pp | 420.54%-406.3pp | 34.26%-20.0pp |
| Employer contribution / active EE | $399 | $4,093-90.2% | $4,932-91.9% | $3,038-86.9% |
| Participant deferral / active EE | $1,162 | $8,484-86.3% | $8,065-85.6% | $5,090-77.2% |
| Admin fee / account holder | $148 | $180-17.5% | $12,993-98.9% | $269-45.0% |