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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 370 17TH STREET · DENVER, CO 80202 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $43,373 | $55,449-21.8% | $83,830-48.3% | $56,287-22.9% |
| Participation rate | 24.1% | 68.0%-43.9pp | 76.1%-52.1pp | 69.9%-45.8pp |
| Annual return | -5.51% | -1.38%-4.1pp | 850.97%-856.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $641 | $2,935-78.2% | $4,082-84.3% | $3,350-80.9% |
| Admin fee / account holder | $10 | $656-98.4% | $5,479-99.8% | $521-98.0% |