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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,139 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 595 SOUTH FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,164 | $86,655-28.3% | $119,622-48.0% | $66,938-7.1% |
| Participation rate | 74.3% | 75.6%-1.3pp | 79.3%-5.0pp | 69.8%+4.4pp |
| Annual return | -15.86% | -8.00%-7.9pp | -14.98%-0.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,367 | $2,536-6.7% | $4,232-44.1% | $2,545-7.0% |
| Participant deferral / active EE | $4,172 | $4,358-4.3% | $5,601-25.5% | $4,238-1.6% |
| Admin fee / account holder | $28 | $755-96.2% | $10,328-99.7% | $594-95.2% |