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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $39,623 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,890 |
ADP BROKER-DEALER5+ 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 | $56,675 | $58,655-3.4% | $91,994-38.4% | $65,185-13.1% |
| Participation rate | 94.6% | 75.3%+19.3pp | 78.6%+16.0pp | 70.2%+24.4pp |
| Annual return | 25.39% | 33.92%-8.5pp | 69.04%-43.6pp | 29.38%-4.0pp |
| Employer contribution / active EE | $3,452 | $2,080+65.9% | $3,4530% | $2,177+58.6% |
| Participant deferral / active EE | $9,491 | $5,474+73.4% | $5,924+60.2% | $3,514+170.1% |
| Admin fee / account holder | $140 | $434-67.7% | $7,744-98.2% | $847-83.4% |