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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $250 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 18167 US HIGHWAY 19N · CLEARWATER, FL 33764 | Other Services | $0 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,673 | $63,114-79.9% | $92,893-86.4% | $65,185-80.6% |
| Participation rate | 80.0% | 68.8%+11.2pp | 76.0%+4.0pp | 70.2%+9.8pp |
| Annual return | 14.95% | 28.75%-13.8pp | 109.41%-94.5pp | 29.38%-14.4pp |
| Employer contribution / active EE | $2,867 | $2,571+11.6% | $3,653-21.5% | $2,177+31.7% |
| Participant deferral / active EE | $1,285 | $3,108-58.6% | $4,236-69.7% | $3,514-63.4% |
| Admin fee / account holder | $1 | $624-99.8% | $5,794-100.0% | $847-99.9% |