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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,860 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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.
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 | $11,564 | $46,966-75.4% | $185,117-93.8% | $69,631-83.4% |
| Participation rate | 34.2% | 65.3%-31.1pp | 77.3%-43.1pp | 70.7%-36.5pp |
| Annual return | 16.46% | 22.36%-5.9pp | 40.50%-24.0pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $769 | $1,360-43.5% | $4,182-81.6% | $2,032-62.2% |
| Participant deferral / active EE | $1,139 | $3,017-62.3% | $5,045-77.4% | $3,224-64.7% |
| Admin fee / account holder | $14 | $94-85.0% | $8,159-99.8% | $110-87.2% |