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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 99 | Other Fees | $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 | $12,947 | $56,640-77.1% | $78,002-83.4% | $55,167-76.5% |
| Participation rate | 20.5% | 73.3%-52.9pp | 75.5%-55.1pp | 69.0%-48.5pp |
| Annual return | 9.73% | 2868.48%-2858.7pp | 425.99%-416.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $761 | $2,778-72.6% | $3,497-78.2% | $3,054-75.1% |
| Admin fee / account holder | $11 | $467-97.6% | $5,481-99.8% | $504-97.7% |