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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,350 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 225 108TH AVENUE NE · BELLEVUE, WA 98004 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,343 | $37,196-34.6% | $154,108-84.2% | $55,725-56.3% |
| Participation rate | 40.6% | 64.1%-23.5pp | 83.0%-42.4pp | 70.9%-30.3pp |
| Annual return | -6.66% | 1319.68%-1326.3pp | 735.21%-741.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $223 | $1,614-86.2% | $5,298-95.8% | $2,078-89.3% |
| Participant deferral / active EE | $1,314 | $2,068-36.5% | $5,081-74.1% | $3,356-60.8% |
| Admin fee / account holder | $18 | $102-82.0% | $13,411-99.9% | $115-84.1% |