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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,688 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 595 S FEDERAL HIGHWAY · BOCA RATON, FL 33432 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,154 | $47,456-63.9% | $172,755-90.1% | $77,775-77.9% |
| Participation rate | 18.8% | 66.3%-47.4pp | 82.6%-63.8pp | 73.2%-54.4pp |
| Annual return | 21.73% | 35.57%-13.8pp | 802.94%-781.2pp | 32.58%-10.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $659 | $2,560-74.2% | $5,198-87.3% | $3,966-83.4% |
| Admin fee / account holder | $6 | $81-92.4% | $13,955-100.0% | $100-93.9% |