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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,331 | $42,582-78.1% | $171,082-94.5% | $57,658-83.8% |
| Participation rate | 29.6% | 63.9%-34.3pp | 76.7%-47.1pp | 70.2%-40.6pp |
| Annual return | 20.58% | 308.67%-288.1pp | 32.56%-12.0pp | 5.13%+15.4pp |
| Employer contribution / active EE | $1,003 | $1,306-23.2% | $4,002-74.9% | $1,974-49.2% |
| Participant deferral / active EE | $941 | $2,933-67.9% | $4,797-80.4% | $3,061-69.2% |
| Admin fee / account holder | $7 | $82-91.4% | $8,520-99.9% | $95-92.5% |