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| Provider | Service type | Compensation |
|---|---|---|
BULL & ASSOCIATES4+ years Filed as: BULL ASSOCIATES, LLC Service code 15 · EIN 06-0660488 | Recordkeeping | $17,495 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,835 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 605 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,698 | $45,382-12.5% | $154,108-74.2% | $75,289-47.3% |
| Participation rate | 18.2% | 65.9%-47.7pp | 83.0%-64.8pp | 72.4%-54.2pp |
| Annual return | -6.57% | -0.47%-6.1pp | 735.21%-741.8pp | -0.04%-6.5pp |
| Employer contribution / active EE | $81 | $1,533-94.7% | $5,298-98.5% | $2,405-96.6% |
| Participant deferral / active EE | $779 | $2,384-67.3% | $5,081-84.7% | $3,739-79.2% |
| Admin fee / account holder | $42 | $89-52.9% | $13,411-99.7% | $102-58.8% |