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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,211 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 1200 S PINE ISLAND RD STE 800 · PLANTATION, FL 33324 | 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.
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 | $9,512 | $50,106-81.0% | $69,779-86.4% | $57,658-83.5% |
| Participation rate | 35.2% | 70.9%-35.7pp | 71.8%-36.7pp | 70.2%-35.1pp |
| Annual return | 23.48% | 14.58%+8.9pp | 12.99%+10.5pp | 5.13%+18.3pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $921 | $2,486-62.9% | $2,931-68.6% | $3,061-69.9% |
| Admin fee / account holder | $34 | $89-61.8% | $4,381-99.2% | $95-63.9% |