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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,175 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 1300 FRANKLIN AVE · GARDEN CITY, NY 11530 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,563 | $37,213-63.6% | $156,551-91.3% | $63,975-78.8% |
| Participation rate | 26.8% | 65.0%-38.2pp | 84.0%-57.2pp | 71.1%-44.3pp |
| Annual return | 12.88% | 47.89%-35.0pp | 32.23%-19.3pp | 48.65%-35.8pp |
| Employer contribution / active EE | $79 | $1,357-94.2% | $5,501-98.6% | $2,182-96.4% |
| Participant deferral / active EE | $685 | $2,070-66.9% | $4,871-85.9% | $3,356-79.6% |
| Admin fee / account holder | $11 | $56-81.0% | $13,028-99.9% | $70-84.8% |