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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 2211 YORK RD · OAK BROOK, IL 60523 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,724 | $75,183-57.8% | $123,894-74.4% | $55,167-42.5% |
| Participation rate | 64.2% | 72.8%-8.6pp | 81.4%-17.2pp | 69.0%-4.8pp |
| Annual return | 13.69% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.5pp |
| Employer contribution / active EE | $1,806 | $2,823-36.0% | $4,617-60.9% | $1,963-8.0% |
| Participant deferral / active EE | $4,663 | $5,084-8.3% | $5,984-22.1% | $3,054+52.7% |
| Admin fee / account holder | $11 | $663-98.3% | $8,357-99.9% | $504-97.8% |