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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,727 | $45,283-82.9% | $155,789-95.0% | $52,331-85.2% |
| Participation rate | 25.6% | 62.2%-36.6pp | 76.1%-50.5pp | 68.1%-42.5pp |
| Annual return | 12.51% | 1.80%+10.7pp | 71.54%-59.0pp | 4.54%+8.0pp |
| Employer contribution / active EE | $364 | $1,329-72.6% | $3,839-90.5% | $1,882-80.6% |
| Participant deferral / active EE | $666 | $2,854-76.7% | $4,798-86.1% | $3,022-78.0% |
| Admin fee / account holder | $11 | $981-98.8% | $7,477-99.8% | $592-98.1% |