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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,700 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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).
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 | $12,007 | $53,925-77.7% | $75,501-84.1% | $69,631-82.8% |
| Participation rate | 32.4% | 71.2%-38.8pp | 72.4%-39.9pp | 70.7%-38.3pp |
| Annual return | 18.11% | 17.84%+0.3pp | 27.35%-9.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $852 | $2,569-66.8% | $3,142-72.9% | $3,224-73.6% |
| Admin fee / account holder | $11 | $97-89.0% | $5,801-99.8% | $110-90.4% |