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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,110 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,866 | $80,753-50.6% | $136,298-70.8% | $62,293-36.0% |
| Participation rate | 50.3% | 73.5%-23.3pp | 81.9%-31.7pp | 69.5%-19.2pp |
| Annual return | 16.74% | 35.83%-19.1pp | 5156.27%-5139.5pp | 28.90%-12.2pp |
| Employer contribution / active EE | $517 | $2,884-82.1% | $4,696-89.0% | $2,042-74.7% |
| Participant deferral / active EE | $3,614 | $5,164-30.0% | $6,247-42.1% | $3,169+14.0% |
| Admin fee / account holder | $23 | $525-95.6% | $9,244-99.7% | $479-95.2% |