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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $745 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 23462 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,547 | $48,046+42.7% | $84,611-19.0% | $72,985-6.1% |
| Participation rate | 47.5% | 57.6%-10.1pp | 68.2%-20.7pp | 69.5%-22.0pp |
| Annual return | 21.86% | 37.38%-15.5pp | 258.74%-236.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $370 | $1,602-76.9% | $2,652-86.1% | $2,440-84.8% |
| Participant deferral / active EE | $2,504 | $2,680-6.6% | $3,899-35.8% | $3,607-30.6% |
| Admin fee / account holder | $9 | $3,395-99.7% | $4,912-99.8% | $5,124-99.8% |