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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $57,380 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $16,464 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $10,606 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,604 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,565 | $57,435-50.3% | $105,218-72.9% | $55,191-48.2% |
| Participation rate | 84.9% | 71.3%+13.5pp | 77.2%+7.7pp | 69.2%+15.7pp |
| Annual return | -1.77% | 2.97%-4.7pp | 5.33%-7.1pp | 10.78%-12.6pp |
| Employer contribution / active EE | $289 | $1,920-84.9% | $3,255-91.1% | $1,899-84.8% |
| Participant deferral / active EE | $3,357 | $3,495-4.0% | $4,867-31.0% | $3,046+10.2% |
| Admin fee / account holder | $56 | $70-20.8% | $6,992-99.2% | $91-38.6% |