Filed April 10, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,116 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 755 E. MULBERRY AVE · SAN ANTONIO, TX 78212 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,994 | $57,096-42.2% | $94,228-65.0% | $55,191-40.2% |
| Participation rate | 88.2% | 75.7%+12.5pp | 78.8%+9.4pp | 69.2%+19.0pp |
| Annual return | -2.50% | 159.65%-162.1pp | 10.68%-13.2pp | 10.78%-13.3pp |
| Employer contribution / active EE | $1,021 | $1,708-40.2% | $3,587-71.5% | $1,899-46.2% |
| Participant deferral / active EE | $2,491 | $3,165-21.3% | $4,320-42.3% | $3,046-18.2% |
| Admin fee / account holder | $24 | $89-73.2% | $6,269-99.6% | $91-73.7% |