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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,136 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 4890 W KENNEDY BLVD STE 700 · TAMPA, FL 33609 | 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).
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 | $5,134 | $51,466-90.0% | $78,778-93.5% | $62,293-91.8% |
| Participation rate | 67.3% | 59.8%+7.5pp | 69.2%-1.9pp | 69.5%-2.2pp |
| Annual return | 13.04% | 19.96%-6.9pp | 35.62%-22.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,661 | $2,147-22.6% | $2,958-43.8% | $3,169-47.6% |
| Admin fee / account holder | $8 | $489-98.4% | $5,134-99.8% | $479-98.4% |