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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,176 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 400 CAPITOL MALL STE 1900 · SACRAMENTO, CA 95814 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,990 | $44,960-75.6% | $84,966-87.1% | $74,495-85.2% |
| Participation rate | 89.4% | 49.4%+40.0pp | 67.5%+21.9pp | 67.2%+22.2pp |
| Annual return | 13.88% | 26.24%-12.4pp | 66.38%-52.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,419 | $1,457-2.6% | $2,727-48.0% | $2,623-45.9% |
| Participant deferral / active EE | $1,725 | $2,731-36.8% | $4,519-61.8% | $4,346-60.3% |
| Admin fee / account holder | $62 | $2,209-97.2% | $6,149-99.0% | $1,942-96.8% |