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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,223 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT ASSET MANAGEMENT LL Service code 27 · EIN 63-1229657 | Advisory (Plan) | $26,011 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,220 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 555 CALIFORNIA ST 35TH FLOOR · SAN FRANCISCO, CA 94104 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $32,567 | $111,608-70.8% | $177,840-81.7% | $73,412-55.6% |
| Participation rate | 98.4% | 87.9%+10.5pp | 87.7%+10.7pp | 72.2%+26.2pp |
| Annual return | 27.42% | 18.23%+9.2pp | 48.32%-20.9pp | 59.30%-31.9pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,377 | $6,199-61.7% | $7,714-69.2% | $3,806-37.6% |
| Admin fee / account holder | $89 | $166-46.4% | $12,431-99.3% | $158-43.8% |