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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,054 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,934 | $110,760-77.5% | $162,177-84.6% | $82,204-69.7% |
| Participation rate | 11.2% | 92.7%-81.4pp | 87.6%-76.3pp | 73.4%-62.2pp |
| Annual return | 20.04% | 22.97%-2.9pp | 115.60%-95.6pp | 26.31%-6.3pp |
| Employer contribution / active EE | $0 | $4,437-100.0% | $5,613-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $308 | $6,652-95.4% | $7,297-95.8% | $4,246-92.8% |
| Admin fee / account holder | $12 | $65-81.8% | $10,843-99.9% | $76-84.3% |