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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,877 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 18167 US HIGHWAY 19N · CLEARWATER, FL 33764 | Other Services | $0 |
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.
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 | $10,635 | $69,362-84.7% | $101,248-89.5% | $73,488-85.5% |
| Participation rate | 87.1% | 68.4%+18.7pp | 75.8%+11.3pp | 70.7%+16.4pp |
| Annual return | 11.25% | 18.46%-7.2pp | 46.47%-35.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $969 | $2,628-63.2% | $3,660-73.5% | $2,270-57.3% |
| Participant deferral / active EE | $1,514 | $3,300-54.1% | $4,370-65.4% | $3,740-59.5% |
| Admin fee / account holder | $8 | $704-98.9% | $5,945-99.9% | $513-98.4% |