Filed April 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,112 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 70 W MADISON · CHICAGO, IL 60602 | Other Services | $0 |
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.
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 | $3,940 | $62,928-93.7% | $172,752-97.7% | $67,579-94.2% |
| Participation rate | 91.1% | 64.5%+26.6pp | 82.6%+8.4pp | 71.3%+19.8pp |
| Annual return | 25.83% | 30.36%-4.5pp | 802.97%-777.1pp | 378.56%-352.7pp |
| Employer contribution / active EE | $274 | $1,636-83.2% | $5,144-94.7% | $2,148-87.2% |
| Participant deferral / active EE | $465 | $2,145-78.3% | $5,198-91.1% | $3,539-86.9% |
| Admin fee / account holder | $26 | $167-84.1% | $13,955-99.8% | $142-81.4% |