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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,655 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 601 UNION STREET · SEATTLE, WA 98101 | Other Services | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $65,424 | $37,446+74.7% | $77,552-15.6% | $79,856-18.1% |
| Participation rate | 86.5% | 41.5%+45.0pp | 54.2%+32.3pp | 69.6%+16.8pp |
| Annual return | 22.16% | 39.76%-17.6pp | 54.82%-32.7pp | 31.71%-9.6pp |
| Employer contribution / active EE | $4,650 | $637+629.8% | $987+371.3% | $2,471+88.2% |
| Participant deferral / active EE | $10,124 | $1,261+703.0% | $1,861+444.0% | $3,741+170.7% |
| Admin fee / account holder | $6 | $2,506-99.8% | $2,859-99.8% | $5,306-99.9% |