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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 7500 OLD GEORGE TOWN ROAD · BETHESDA, MD 20814 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,525 | $89,355-77.0% | $141,162-85.5% | $72,985-71.9% |
| Participation rate | 36.7% | 75.1%-38.4pp | 82.5%-45.7pp | 69.5%-32.8pp |
| Annual return | 14.73% | 111.85%-97.1pp | 71.39%-56.7pp | 81.00%-66.3pp |
| Employer contribution / active EE | $808 | $3,114-74.0% | $4,735-82.9% | $2,440-66.9% |
| Participant deferral / active EE | $2,851 | $5,418-47.4% | $6,709-57.5% | $3,607-21.0% |
| Admin fee / account holder | $9 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |