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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,987 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,984 | $55,415+38.9% | $155,509-50.5% | $74,495+3.3% |
| Participation rate | 41.2% | 61.9%-20.7pp | 78.2%-37.0pp | 67.2%-26.0pp |
| Annual return | 17.42% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $211 | $2,267-90.7% | $4,672-95.5% | $2,623-92.0% |
| Participant deferral / active EE | $2,572 | $2,836-9.3% | $5,626-54.3% | $4,346-40.8% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |