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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $506 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $6,476 | $48,078-86.5% | $78,676-91.8% | $62,881-89.7% |
| Participation rate | 38.0% | 65.2%-27.2pp | 73.6%-35.5pp | 69.3%-31.3pp |
| Annual return | 8.38% | 31.36%-23.0pp | 62.19%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $96 | $2,015-95.2% | $2,850-96.6% | $2,281-95.8% |
| Participant deferral / active EE | $1,435 | $2,587-44.5% | $3,517-59.2% | $3,203-55.2% |
| Admin fee / account holder | $7 | $3,206-99.8% | $4,510-99.8% | $4,296-99.8% |