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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 15 · EIN 91-0189318 | Recordkeeping | $5,879 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,625 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 16644 W BERNARDO DRIVE STE 400 · SAN DIEGO, CA 92127 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,310 | $75,183-62.3% | $123,894-77.1% | $55,167-48.7% |
| Participation rate | 57.7% | 72.8%-15.1pp | 81.4%-23.7pp | 69.0%-11.2pp |
| Annual return | 8.03% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,225 | $2,823-56.6% | $4,617-73.5% | $1,963-37.6% |
| Participant deferral / active EE | $2,972 | $5,084-41.5% | $5,984-50.3% | $3,054-2.7% |
| Admin fee / account holder | $70 | $663-89.4% | $8,357-99.2% | $504-86.1% |