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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,612 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 49 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,958 | $70,879-22.5% | $189,597-71.0% | $79,389-30.8% |
| Participation rate | 39.6% | 68.0%-28.4pp | 78.4%-38.8pp | 70.7%-31.1pp |
| Annual return | 15.92% | 20.70%-4.8pp | 64.20%-48.3pp | 116.89%-101.0pp |
| Employer contribution / active EE | $599 | $1,806-66.8% | $4,412-86.4% | $2,428-75.3% |
| Participant deferral / active EE | $1,575 | $4,081-61.4% | $6,174-74.5% | $4,046-61.1% |
| Admin fee / account holder | $26 | $647-95.9% | $9,807-99.7% | $626-95.8% |