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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,977 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 101 WEST BROADWAY SUITE 200 · SAN DIEGO, CA 92101 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,057 | $33,745-2.0% | $64,105-48.4% | $55,191-40.1% |
| Participation rate | 91.9% | 59.4%+32.5pp | 68.2%+23.7pp | 69.2%+22.7pp |
| Annual return | -0.46% | 4.95%-5.4pp | 791.24%-791.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,375 | $1,929+75.0% | $2,822+19.6% | $3,046+10.8% |
| Admin fee / account holder | $10 | $94-89.9% | $4,499-99.8% | $91-89.5% |