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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,372 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 50 A1A NORTH SUITE 112 · PONTE VEDRA BEACH, FL 32082 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,948 | $45,602-51.9% | $117,533-81.3% | $66,938-67.2% |
| Participation rate | 46.5% | 57.6%-11.1pp | 70.6%-24.1pp | 69.8%-23.3pp |
| Annual return | -15.19% | -16.74%+1.6pp | 29.77%-45.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $700 | $1,579-55.6% | $4,179-83.2% | $2,545-72.5% |
| Participant deferral / active EE | $1,492 | $2,845-47.6% | $4,072-63.4% | $4,238-64.8% |
| Admin fee / account holder | $28 | $661-95.8% | $5,647-99.5% | $594-95.3% |