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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,636 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 2204 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $119,063 | $65,376+82.1% | $87,104+36.7% | $65,185+82.7% |
| Participation rate | 21.5% | 75.3%-53.8pp | 76.9%-55.4pp | 70.2%-48.7pp |
| Annual return | 26.13% | 31.27%-5.1pp | 28.19%-2.1pp | 29.38%-3.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,203 | $3,388-35.0% | $4,048-45.6% | $3,514-37.3% |
| Admin fee / account holder | $145 | $520-72.0% | $7,491-98.1% | $847-82.8% |