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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $35,127 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,075 |
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 | $35,757 | $59,535-39.9% | $90,161-60.3% | $62,293-42.6% |
| Participation rate | 91.2% | 73.0%+18.2pp | 76.9%+14.4pp | 69.5%+21.7pp |
| Annual return | 21.23% | 23.53%-2.3pp | 34.89%-13.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $3,078 | $1,826+68.6% | $3,318-7.2% | $2,042+50.7% |
| Participant deferral / active EE | $8,101 | $4,639+74.6% | $5,287+53.2% | $3,169+155.6% |
| Admin fee / account holder | $91 | $337-73.1% | $5,943-98.5% | $479-81.1% |