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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,211 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 225 108TH AVENUE NE · BELLEVUE, WA 98004 | Other Services | $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.
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 | $32,359 | $62,928-48.6% | $172,752-81.3% | $67,579-52.1% |
| Participation rate | 35.0% | 64.5%-29.5pp | 82.6%-47.7pp | 71.3%-36.3pp |
| Annual return | 20.54% | 30.36%-9.8pp | 802.97%-782.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $185 | $1,636-88.7% | $5,144-96.4% | $2,148-91.4% |
| Participant deferral / active EE | $1,099 | $2,145-48.8% | $5,198-78.9% | $3,539-69.0% |
| Admin fee / account holder | $24 | $167-85.6% | $13,955-99.8% | $142-83.1% |