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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 1433 HOOPER AVENUE SUITE 140 · TOMS RIVER, NJ 08753 | 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 | $16,224 | $63,314-74.4% | $91,004-82.2% | $62,293-74.0% |
| Participation rate | 23.4% | 73.3%-49.9pp | 75.6%-52.2pp | 69.5%-46.1pp |
| Annual return | 15.26% | 21.00%-5.7pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $963 | $2,944-67.3% | $3,548-72.9% | $3,169-69.6% |
| Admin fee / account holder | $15 | $468-96.9% | $5,417-99.7% | $479-97.0% |