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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $847 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 650 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $2,330 | $46,360-95.0% | $147,617-98.4% | $52,331-95.5% |
| Participation rate | 63.6% | 64.9%-1.4pp | 84.6%-21.0pp | 68.1%-4.5pp |
| Annual return | -5.78% | 1.62%-7.4pp | 61.98%-67.8pp | 4.54%-10.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $858 | $2,258-62.0% | $4,895-82.5% | $3,022-71.6% |
| Admin fee / account holder | $4 | $766-99.5% | $11,612-100.0% | $592-99.4% |