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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,889 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 4114 WOODLANDS PKWY SUITE 200 · PALM HARBOR, FL 34685 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,041 | $64,707-82.9% | $112,228-90.2% | $68,494-83.9% |
| Participation rate | 95.2% | 67.2%+28.1pp | 75.1%+20.2pp | 67.9%+27.3pp |
| Annual return | -15.15% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,936 | $2,746-29.5% | $3,635-46.7% | $2,596-25.4% |
| Participant deferral / active EE | $2,190 | $3,565-38.6% | $4,728-53.7% | $4,027-45.6% |
| Admin fee / account holder | $13 | $5,232-99.8% | $6,410-99.8% | $5,403-99.8% |