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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,807 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 TWO URBAN CENTRE · TAMPA, FL 33609 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,280 | $75,388-10.8% | $123,544-45.5% | $55,725+20.7% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.3%+11.7pp | 70.9%+23.1pp |
| Annual return | -2.97% | 4.48%-7.4pp | 119.20%-122.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $474 | $3,063-84.5% | $4,628-89.8% | $2,078-77.2% |
| Participant deferral / active EE | $2,485 | $5,651-56.0% | $6,426-61.3% | $3,356-25.9% |
| Admin fee / account holder | $14 | $120-88.4% | $9,284-99.9% | $115-88.0% |