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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,450 |
ADO BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER 22-3319984 Service code 59 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 601 CLEVELAND ST STE 700 · CLEARWATER, FL 33755 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,929 | $52,884-60.4% | $84,753-75.3% | $55,167-62.1% |
| Participation rate | 37.6% | 67.5%-29.9pp | 76.6%-39.0pp | 69.0%-31.4pp |
| Annual return | 4.74% | 18.03%-13.3pp | 22.78%-18.0pp | 169.23%-164.5pp |
| Employer contribution / active EE | $868 | $2,233-61.1% | $3,574-75.7% | $1,963-55.8% |
| Participant deferral / active EE | $1,152 | $2,644-56.4% | $3,712-69.0% | $3,054-62.3% |
| Admin fee / account holder | $17 | $581-97.1% | $5,333-99.7% | $504-96.7% |