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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,931 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 15 1 PPG PLACE STE 1300 · PITTSGURGH, PA 15222 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,651 | $80,177-84.2% | $123,894-89.8% | $57,658-78.1% |
| Participation rate | 60.2% | 74.4%-14.3pp | 81.4%-21.3pp | 70.2%-10.1pp |
| Annual return | 8.53% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $140 | $2,913-95.2% | $4,617-97.0% | $1,974-92.9% |
| Participant deferral / active EE | $3,462 | $5,130-32.5% | $5,984-42.1% | $3,061+13.1% |
| Admin fee / account holder | $66 | $106-38.2% | $8,357-99.2% | $95-30.5% |