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| Provider | Service type | Compensation |
|---|---|---|
WARMELS & COMSTOCK, PLLC1 year Service code 15 · EIN 38-3204593 | Recordkeeping | $5,000 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $981 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 2900 WEST ROAD · EAST LANSING, MI 48823 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ 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.
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 | $18,575 | $75,959-75.5% | $154,114-87.9% | $64,181-71.1% |
| Participation rate | 32.2% | 70.4%-38.2pp | 83.0%-50.9pp | 69.6%-37.4pp |
| Annual return | -1.86% | 30.32%-32.2pp | 735.16%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $645 | $3,175-79.7% | $5,081-87.3% | $3,470-81.4% |
| Admin fee / account holder | $105 | $5,589-98.1% | $13,411-99.2% | $4,887-97.9% |