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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,308 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ 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).
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 | $55,390 | $73,404-24.5% | $87,103-36.4% | $67,582-18.0% |
| Participation rate | 20.9% | 80.9%-59.9pp | 76.9%-55.9pp | 71.3%-50.3pp |
| Annual return | 24.14% | 48.29%-24.2pp | 28.19%-4.1pp | 378.57%-354.4pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $974 | $3,913-75.1% | $4,049-75.9% | $3,539-72.5% |
| Admin fee / account holder | $20 | $142-85.6% | $7,491-99.7% | $142-85.6% |