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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,610 | $41,854-89.0% | $73,835-93.8% | $52,331-91.2% |
| Participation rate | 41.0% | 66.2%-25.2pp | 73.4%-32.4pp | 68.1%-27.1pp |
| Annual return | 6.00% | 2.11%+3.9pp | 2268.13%-2262.1pp | 4.54%+1.5pp |
| Employer contribution / active EE | $82 | $1,920-95.8% | $2,788-97.1% | $1,882-95.7% |
| Participant deferral / active EE | $1,053 | $2,498-57.9% | $3,583-70.6% | $3,022-65.2% |
| Admin fee / account holder | $7 | $493-98.5% | $4,880-99.8% | $592-98.8% |