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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $868 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,518 | $84,940-24.0% | $111,306-42.0% | $79,389-18.7% |
| Participation rate | 22.5% | 75.9%-53.3pp | 77.3%-54.8pp | 70.7%-48.2pp |
| Annual return | 16.35% | 17.45%-1.1pp | 54.67%-38.3pp | 116.89%-100.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,398 | $3,889-64.0% | $4,488-68.8% | $4,046-65.4% |
| Admin fee / account holder | $14 | $537-97.5% | $7,966-99.8% | $626-97.8% |