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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $654 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,847 | $44,425+39.2% | $67,834-8.8% | $55,167+12.1% |
| Participation rate | 59.3% | 59.7%-0.4pp | 68.8%-9.4pp | 69.0%-9.6pp |
| Annual return | 5.85% | 17.80%-11.9pp | 138.47%-132.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,671 | $2,166+69.5% | $3,160+16.2% | $3,054+20.2% |
| Admin fee / account holder | $8 | $530-98.5% | $4,622-99.8% | $504-98.4% |