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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,700 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 595 S FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Other Services | $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 | $9,161 | $42,582-78.5% | $171,082-94.6% | $57,658-84.1% |
| Participation rate | 67.1% | 63.9%+3.2pp | 76.7%-9.6pp | 70.2%-3.2pp |
| Annual return | 11.64% | 308.67%-297.0pp | 32.56%-20.9pp | 5.13%+6.5pp |
| Employer contribution / active EE | $453 | $1,306-65.3% | $4,002-88.7% | $1,974-77.0% |
| Participant deferral / active EE | $1,464 | $2,933-50.1% | $4,797-69.5% | $3,061-52.2% |
| Admin fee / account holder | $11 | $82-86.1% | $8,520-99.9% | $95-87.9% |