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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 55 EAST 52ND ST · NEW YORK, NY 10055 | 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).
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 | $35,972 | $64,909-44.6% | $82,312-56.3% | $62,293-42.3% |
| Participation rate | 44.6% | 74.9%-30.2pp | 76.9%-32.3pp | 69.5%-24.9pp |
| Annual return | 14.86% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,181 | $1,676-29.5% | $2,428-51.4% | $2,042-42.2% |
| Participant deferral / active EE | $2,700 | $3,103-13.0% | $3,706-27.2% | $3,169-14.8% |
| Admin fee / account holder | $6 | $440-98.7% | $5,608-99.9% | $479-98.8% |