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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Recordkeeping | $18,492 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $7,853 |
ADP BROKER-DEALER2 years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 50 SALEM STREET · SMITHFIELD, RI 02917 | Shareholder Servicing | $0 |
ADP BROKER-DEALER4 years Service code 59 | Shareholder Servicing | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,978 | $52,507-65.8% | $129,406-86.1% | $74,478-75.9% |
| Participation rate | 43.1% | 53.9%-10.8pp | 69.6%-26.5pp | 67.2%-24.1pp |
| Annual return | 13.46% | 15.64%-2.2pp | 9468.18%-9454.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $917 | $1,534-40.2% | $4,155-77.9% | $2,626-65.1% |
| Participant deferral / active EE | $2,169 | $2,801-22.6% | $4,167-48.0% | $4,350-50.2% |
| Admin fee / account holder | $149 | $2,639-94.3% | $7,689-98.1% | $1,946-92.3% |