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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,254 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 2211 YORK ROAD · OAK BROOK, IL 60523 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,304 | $55,470+6.9% | $155,556-61.9% | $74,478-20.4% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 15.08% | 269.80%-254.7pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,589 | $2,267-29.9% | $4,675-66.0% | $2,626-39.5% |
| Participant deferral / active EE | $5,315 | $2,838+87.3% | $5,631-5.6% | $4,350+22.2% |
| Admin fee / account holder | $32 | $1,744-98.2% | $15,885-99.8% | $1,946-98.4% |