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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,396 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 55 E 52ND ST 28TH FLR · NEW YORK, NY 10055 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,948 | $42,548-55.5% | $74,549-74.6% | $56,287-66.3% |
| Participation rate | 46.7% | 60.5%-13.8pp | 69.1%-22.4pp | 69.9%-23.1pp |
| Annual return | -8.09% | 12.40%-20.5pp | 32.53%-40.6pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,048 | $855+22.5% | $1,961-46.6% | $2,111-50.4% |
| Participant deferral / active EE | $1,960 | $2,277-13.9% | $3,108-36.9% | $3,350-41.5% |
| Admin fee / account holder | $21 | $467-95.4% | $5,059-99.6% | $521-95.9% |