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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,515 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 340 BROADWAY · SARATOGA SPRINGS, NY 12866 | 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.
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 | $6,134 | $63,314-90.3% | $91,004-93.3% | $62,293-90.2% |
| Participation rate | 67.3% | 73.3%-6.0pp | 75.6%-8.3pp | 69.5%-2.2pp |
| Annual return | 28.34% | 21.00%+7.3pp | 4.60%+23.7pp | 28.90%-0.6pp |
| Employer contribution / active EE | $765 | $1,807-57.7% | $2,456-68.8% | $2,042-62.5% |
| Participant deferral / active EE | $1,233 | $2,944-58.1% | $3,548-65.2% | $3,169-61.1% |
| Admin fee / account holder | $34 | $468-92.8% | $5,417-99.4% | $479-93.0% |