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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,785 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 55 EAST 52ND STREET · NEW YORK, NY 10055 | 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 | $30,318 | $62,132-51.2% | $185,835-83.7% | $73,493-58.7% |
| Participation rate | 56.8% | 67.8%-11.1pp | 78.0%-21.3pp | 70.7%-13.9pp |
| Annual return | 20.97% | 20.44%+0.5pp | 35.96%-15.0pp | 28.51%-7.5pp |
| Employer contribution / active EE | $390 | $1,681-76.8% | $4,087-90.5% | $2,270-82.8% |
| Participant deferral / active EE | $2,300 | $3,711-38.0% | $5,633-59.2% | $3,740-38.5% |
| Admin fee / account holder | $59 | $419-86.0% | $9,502-99.4% | $513-88.6% |