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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 201 S BISCAYNE BLVD SUITE 2000 · MIAMI, FL 33131 | 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.
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 | $12,975 | $51,466-74.8% | $78,778-83.5% | $62,293-79.2% |
| Participation rate | 28.0% | 59.8%-31.8pp | 69.2%-41.2pp | 69.5%-41.6pp |
| Annual return | 16.33% | 19.96%-3.6pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $176 | $827-78.7% | $1,986-91.1% | $2,042-91.4% |
| Participant deferral / active EE | $1,059 | $2,147-50.7% | $2,958-64.2% | $3,169-66.6% |
| Admin fee / account holder | $17 | $489-96.5% | $5,134-99.7% | $479-96.5% |