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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,045 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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).
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 | $1,830 | $54,590-96.6% | $81,726-97.8% | $73,497-97.5% |
| Participation rate | 74.8% | 68.3%+6.5pp | 72.0%+2.8pp | 70.7%+4.1pp |
| Annual return | 23.22% | 17.74%+5.5pp | 29.49%-6.3pp | 28.51%-5.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,061 | $2,759-61.5% | $7,108-85.1% | $3,740-71.6% |
| Admin fee / account holder | $5 | $592-99.1% | $5,160-99.9% | $513-99.0% |