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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,887 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 555 CALIFORNIA ST 35TH FLOOR · SAN FRANCISCO, CA 94104 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,801 | $80,005-74.0% | $140,019-85.1% | $55,725-62.7% |
| Participation rate | 40.0% | 87.0%-47.0pp | 87.5%-47.5pp | 70.9%-30.9pp |
| Annual return | -5.78% | 0.46%-6.2pp | 651.15%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,802 | $5,264-46.8% | $6,927-59.5% | $3,356-16.5% |
| Admin fee / account holder | $12 | $116-89.7% | $10,705-99.9% | $115-89.6% |