Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $107,729 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,797 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,905 | $129,021-54.3% | $184,203-68.0% | $77,643-24.1% |
| Participation rate | 96.2% | 87.3%+8.8pp | 86.8%+9.3pp | 70.6%+25.6pp |
| Annual return | 15.42% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,319 | $4,413-70.1% | $6,427-79.5% | $2,726-51.6% |
| Participant deferral / active EE | $4,264 | $7,297-41.6% | $9,131-53.3% | $4,647-8.3% |
| Admin fee / account holder | $256 | $254+0.8% | $13,901-98.2% | $430-40.6% |