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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,925 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: SMITH BARNEY Service code 49 4969 US HWY 42 · LOUISVILLE, KY 40222 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $105,248-86.9% | $147,318-90.6% | $71,012-80.6% |
| Participation rate | 39.2% | 66.1%-27.0pp | 82.1%-42.9pp | 58.6%-19.4pp |
| Annual return | 15.97% | 26.02%-10.0pp | 70.43%-54.5pp | 37.67%-21.7pp |
| Employer contribution / active EE | $712 | $3,785-81.2% | $4,593-84.5% | $2,348-69.7% |
| Participant deferral / active EE | $1,119 | $6,452-82.7% | $7,906-85.9% | $3,246-65.5% |
| Admin fee / account holder | $23 | $862-97.4% | $13,708-99.8% | $1,167-98.1% |