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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $23,090 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,581 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,180 | $69,477+24.0% | $94,679-9.0% | $71,495+20.5% |
| Participation rate | 97.4% | 78.4%+18.9pp | 80.8%+16.5pp | 67.9%+29.4pp |
| Annual return | 19.58% | 29.66%-10.1pp | 156.75%-137.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,315 | $2,853+51.2% | $3,673+17.5% | $2,589+66.6% |
| Participant deferral / active EE | $12,749 | $7,345+73.6% | $7,417+71.9% | $4,291+197.1% |
| Admin fee / account holder | $88 | $1,210-92.7% | $7,233-98.8% | $1,588-94.5% |