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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $59,894 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,520 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $85,547 | $79,519+7.6% | $95,956-10.8% | $73,412+16.5% |
| Participation rate | 98.1% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 12.78% | 19.20%-6.4pp | 91.63%-78.9pp | 59.30%-46.5pp |
| Employer contribution / active EE | $2,518 | $2,048+23.0% | $2,541-0.9% | $2,234+12.7% |
| Participant deferral / active EE | $3,290 | $4,138-20.5% | $4,167-21.0% | $3,806-13.5% |
| Admin fee / account holder | $148 | $184-19.9% | $6,797-97.8% | $158-6.5% |