Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,540 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,670 | $59,186-61.7% | $76,768-70.5% | $56,287-59.7% |
| Participation rate | 86.9% | 75.2%+11.7pp | 77.0%+9.9pp | 69.9%+17.0pp |
| Annual return | -5.31% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,259 | $3,255-30.6% | $3,852-41.3% | $3,350-32.6% |
| Admin fee / account holder | $7 | $489-98.6% | $6,675-99.9% | $521-98.7% |