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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,830 | $66,319-82.2% | $93,614-87.4% | $65,185-81.9% |
| Participation rate | 53.1% | 74.0%-20.9pp | 75.8%-22.7pp | 70.2%-17.1pp |
| Annual return | 28.23% | 42.59%-14.4pp | 32.76%-4.5pp | 29.38%-1.2pp |
| Employer contribution / active EE | $1,451 | $2,013-27.9% | $2,718-46.6% | $2,177-33.3% |
| Participant deferral / active EE | $2,669 | $3,343-20.2% | $4,069-34.4% | $3,514-24.0% |
| Admin fee / account holder | $12 | $6,900-99.8% | $7,889-99.8% | $847-98.5% |