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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP3+ years Filed as: CHERRY BEKAERT, LLP Service code 15 · EIN 56-0574444 | Recordkeeping | $10,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,985 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 1747 PENNSYLVANIA AVE NW STE 900 · WASHINGTON, DC 20006 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $7,849 | $50,637-84.5% | $86,582-90.9% | $62,293-87.4% |
| Participation rate | 98.5% | 67.9%+30.6pp | 73.5%+24.9pp | 69.5%+29.0pp |
| Annual return | 13.14% | 20.80%-7.7pp | 965.08%-951.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,879 | $2,075-9.5% | $2,839-33.8% | $2,042-8.0% |
| Participant deferral / active EE | $3,205 | $2,611+22.7% | $3,609-11.2% | $3,169+1.1% |
| Admin fee / account holder | $17 | $413-96.0% | $4,904-99.7% | $479-96.6% |