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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,576 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,925 | $62,561-71.3% | $105,218-83.0% | $52,331-65.7% |
| Participation rate | 17.6% | 70.4%-52.8pp | 77.2%-59.7pp | 68.1%-50.5pp |
| Annual return | 0.69% | 8.71%-8.0pp | 5.33%-4.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $2,137-100.0% | $3,255-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $236 | $3,355-93.0% | $4,867-95.2% | $3,022-92.2% |
| Admin fee / account holder | $75 | $198-62.3% | $6,992-98.9% | $592-87.4% |