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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 61 SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Other Services | $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 | $39,347 | $63,905-38.4% | $74,184-47.0% | $57,658-31.8% |
| Participation rate | 16.8% | 79.8%-63.0pp | 76.6%-59.8pp | 70.2%-53.4pp |
| Annual return | 9.19% | 60.60%-51.4pp | 17.74%-8.6pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $788 | $3,448-77.2% | $3,550-77.8% | $3,061-74.3% |
| Admin fee / account holder | $12 | $91-87.0% | $5,586-99.8% | $95-87.4% |