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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 35 VILLAGE ROAD · MIDDLETON, MA 01949 | 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 | $36,542 | $31,388+16.4% | $73,550-50.3% | $62,293-41.3% |
| Participation rate | 12.2% | 39.9%-27.7pp | 54.9%-42.8pp | 69.5%-57.3pp |
| Annual return | 19.66% | 25.34%-5.7pp | -15.16%+34.8pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1 | $498-99.8% | $1,219-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $457 | $1,028-55.6% | $1,804-74.7% | $3,169-85.6% |
| Admin fee / account holder | $3 | $299-98.9% | $2,320-99.9% | $479-99.3% |