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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,174 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $30,185 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,793 | $54,729-62.0% | $86,235-75.9% | $71,529-70.9% |
| Participation rate | 89.8% | 60.1%+29.7pp | 69.0%+20.9pp | 67.9%+21.9pp |
| Annual return | 15.99% | 20.07%-4.1pp | 1170.03%-1154.0pp | 28.97%-13.0pp |
| Employer contribution / active EE | $2,509 | $1,267+98.0% | $2,381+5.4% | $2,590-3.1% |
| Participant deferral / active EE | $4,307 | $3,110+38.5% | $3,987+8.0% | $4,291+0.4% |
| Admin fee / account holder | $231 | $1,921-88.0% | $6,856-96.6% | $1,588-85.4% |