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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $360 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 300 CAMPUS DR · FLORHAM PARK, NJ 07932 | Other Services | $0 |
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 | $1,350 | $50,666-97.3% | $76,667-98.2% | $65,186-97.9% |
| Participation rate | 85.0% | 68.8%+16.2pp | 72.1%+12.9pp | 70.2%+14.8pp |
| Annual return | 31.51% | 28.51%+3.0pp | 1166.74%-1135.2pp | 29.39%+2.1pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,061 | $2,647-59.9% | $3,336-68.2% | $3,514-69.8% |
| Admin fee / account holder | $2 | $463-99.6% | $6,423-100.0% | $847-99.8% |