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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $536 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 150 JFK PARKWAY 2ND FLOOR · SHORT HILLS, NJ 07078 | 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,960 | $82,674-88.0% | $125,381-92.1% | $68,486-85.5% |
| Participation rate | 65.8% | 75.1%-9.3pp | 82.4%-16.6pp | 67.9%-2.1pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.31%-590.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,035 | $6,111-34.0% | $7,448-45.8% | $4,028+0.2% |
| Admin fee / account holder | $6 | $6,277-99.9% | $10,007-99.9% | $5,404-99.9% |