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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,262 | $75,828-74.6% | $147,614-87.0% | $59,632-67.7% |
| Participation rate | 41.2% | 71.6%-30.4pp | 84.6%-43.4pp | 68.7%-27.5pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $603 | $3,130-80.7% | $4,895-87.7% | $3,192-81.1% |
| Admin fee / account holder | $15 | $5,985-99.8% | $11,611-99.9% | $4,297-99.7% |