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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,352 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,377 | $30,555+87.8% | $80,741-28.9% | $86,821-33.9% |
| Participation rate | 62.8% | 37.2%+25.6pp | 54.2%+8.7pp | 72.3%-9.5pp |
| Annual return | 149.42% | 30.35%+119.1pp | 87.30%+62.1pp | 97.94%+51.5pp |
| Employer contribution / active EE | $747 | $472+58.3% | $1,160-35.6% | $2,406-68.9% |
| Participant deferral / active EE | $1,643 | $1,050+56.5% | $2,145-23.4% | $4,132-60.2% |
| Admin fee / account holder | $6 | $135-95.7% | $3,380-99.8% | $170-96.5% |