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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $60,915 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,363 | $86,897-14.4% | $151,611-51.0% | $64,808+14.7% |
| Participation rate | 68.9% | 87.3%-18.4pp | 87.5%-18.6pp | 71.5%-2.6pp |
| Annual return | -17.64% | -3.57%-14.1pp | 3.33%-21.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $419 | $4,010-89.5% | $6,166-93.2% | $2,506-83.3% |
| Participant deferral / active EE | $6,462 | $6,690-3.4% | $8,363-22.7% | $4,310+49.9% |
| Admin fee / account holder | $346 | $153+126.4% | $11,616-97.0% | $188+84.4% |