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| Provider | Service type | Compensation |
|---|---|---|
MOUNTJOY CHILTON MEDLEY LLP2 years Service code 15 · EIN 27-1235638 | Recordkeeping | $7,200 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,926 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 4969 US HIGHWAY 42 ST 1200 · LOUISVILLE, KY 40222 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,406 | $44,059-42.3% | $71,671-64.6% | $69,631-63.5% |
| Participation rate | 43.0% | 60.8%-17.8pp | 68.7%-25.7pp | 70.7%-27.7pp |
| Annual return | 19.56% | 21.97%-2.4pp | 20.65%-1.1pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $425 | $1,305-67.4% | $2,460-82.7% | $2,032-79.1% |
| Participant deferral / active EE | $1,111 | $2,370-53.1% | $3,438-67.7% | $3,224-65.5% |
| Admin fee / account holder | $46 | $108-56.9% | $5,558-99.2% | $110-57.9% |