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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $93,379 | $43,550+114.4% | $63,244+47.6% | $52,331+78.4% |
| Participation rate | 13.2% | 65.7%-52.5pp | 71.0%-57.8pp | 68.1%-54.9pp |
| Annual return | 0.41% | 2.03%-1.6pp | -70.31%+70.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $418 | $1,351-69.1% | $2,322-82.0% | $1,882-77.8% |
| Participant deferral / active EE | $599 | $2,254-73.4% | $2,953-79.7% | $3,022-80.2% |
| Admin fee / account holder | $25 | $387-93.5% | $5,893-99.6% | $592-95.8% |