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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,809 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $14,943 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH CPAS & BUSINESS ADVISO Service code 15 · EIN 93-0819646 | Recordkeeping | $9,750 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST TRUSTEE Service code 99 | Other Fees | $46 |
ADP BROKER-DEALER3 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,781 | $43,133-37.9% | $89,391-70.0% | $73,488-63.6% |
| Participation rate | 74.2% | 55.0%+19.3pp | 68.0%+6.3pp | 70.7%+3.6pp |
| Annual return | 11.86% | 135.66%-123.8pp | 245.62%-233.8pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,780 | $1,438+23.8% | $2,586-31.1% | $2,270-21.6% |
| Participant deferral / active EE | $3,126 | $2,445+27.9% | $3,890-19.6% | $3,740-16.4% |
| Admin fee / account holder | $230 | $444-48.1% | $4,881-95.3% | $513-55.1% |