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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,835 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 601 UNION STREET · SEATTLE, WA 98101 | Other Services | $0 |
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 | $52,882 | $31,679+66.9% | $74,723-29.2% | $65,186-18.9% |
| Participation rate | 80.1% | 40.4%+39.8pp | 54.5%+25.6pp | 70.2%+9.9pp |
| Annual return | 23.33% | 39.04%-15.7pp | 753.18%-729.9pp | 29.39%-6.1pp |
| Employer contribution / active EE | $1,672 | $566+195.3% | $1,084+54.2% | $2,177-23.2% |
| Participant deferral / active EE | $3,494 | $1,191+193.4% | $1,962+78.1% | $3,514-0.6% |
| Admin fee / account holder | $10 | $379-97.3% | $3,335-99.7% | $847-98.8% |