Filed October 4, 2024 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,650 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,966 | $41,854-33.2% | $73,836-62.1% | $52,331-46.6% |
| Participation rate | 88.3% | 66.2%+22.1pp | 73.4%+14.9pp | 68.1%+20.2pp |
| Annual return | 7.07% | 2.11%+5.0pp | 2268.06%-2261.0pp | 4.54%+2.5pp |
| Employer contribution / active EE | $3,411 | $1,920+77.6% | $2,787+22.4% | $1,882+81.3% |
| Participant deferral / active EE | $4,565 | $2,498+82.7% | $3,583+27.4% | $3,022+51.0% |
| Admin fee / account holder | $17 | $493-96.6% | $4,882-99.7% | $592-97.1% |