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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,763 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,386 | $57,096-74.8% | $94,224-84.7% | $55,191-73.9% |
| Participation rate | 89.7% | 75.7%+14.0pp | 78.8%+10.9pp | 69.2%+20.5pp |
| Annual return | 2.37% | 159.65%-157.3pp | 10.68%-8.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $408 | $1,708-76.1% | $3,587-88.6% | $1,899-78.5% |
| Participant deferral / active EE | $1,890 | $3,165-40.3% | $4,320-56.3% | $3,046-38.0% |
| Admin fee / account holder | $23 | $89-74.3% | $6,269-99.6% | $91-74.7% |