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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,290 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Service code 49 205 S PARK AVE STE 500 · WINTER PARK, FL 32789 | Other Services | $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.
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 | $8,220 | $66,124-87.6% | $90,461-90.9% | $73,497-88.8% |
| Participation rate | 21.7% | 69.7%-48.0pp | 72.7%-51.0pp | 70.7%-49.0pp |
| Annual return | 10.92% | 17.65%-6.7pp | 1294.76%-1283.8pp | 28.51%-17.6pp |
| Employer contribution / active EE | $365 | $2,346-84.4% | $3,264-88.8% | $2,270-83.9% |
| Participant deferral / active EE | $639 | $3,039-79.0% | $3,964-83.9% | $3,740-82.9% |
| Admin fee / account holder | $36 | $396-91.0% | $5,617-99.4% | $513-93.0% |