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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,842 | $91,538-83.8% | $129,995-88.6% | $75,163-80.3% |
| Participation rate | 94.5% | 71.4%+23.1pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 9.22% | -631.11%+640.3pp | -137.18%+146.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,262 | $2,845-55.6% | $4,320-70.8% | $2,670-52.7% |
| Participant deferral / active EE | $4,633 | $4,341+6.7% | $5,820-20.4% | $4,125+12.3% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |