Filed April 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,244 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 233 S WACKER DRIVE · CHICAGO, IL 60602 | Other Services | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,917 | $50,151-78.2% | $149,696-92.7% | $80,157-86.4% |
| Participation rate | 34.6% | 64.3%-29.7pp | 78.8%-44.2pp | 72.9%-38.3pp |
| Annual return | 15.43% | 29.80%-14.4pp | 134.46%-119.0pp | 40.39%-25.0pp |
| Employer contribution / active EE | $288 | $1,867-84.6% | $4,821-94.0% | $2,977-90.3% |
| Participant deferral / active EE | $591 | $3,194-81.5% | $5,682-89.6% | $5,015-88.2% |
| Admin fee / account holder | $77 | $153-49.3% | $13,212-99.4% | $145-46.6% |