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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Service code 15 · EIN 20-8764829 | Recordkeeping | $66,042 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,745 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,490 | $89,093+8.3% | $102,434-5.8% | $77,736+24.1% |
| Participation rate | 98.3% | 80.9%+17.3pp | 76.5%+21.7pp | 70.6%+27.7pp |
| Annual return | 10.71% | 25.03%-14.3pp | 29.46%-18.7pp | 31.26%-20.5pp |
| Employer contribution / active EE | $2,804 | $2,699+3.9% | $3,023-7.2% | $2,728+2.8% |
| Participant deferral / active EE | $4,057 | $5,147-21.2% | $5,055-19.7% | $4,651-12.8% |
| Admin fee / account holder | $159 | $236-32.7% | $9,462-98.3% | $433-63.4% |