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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,655 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MORGAN STANLEY Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,405 | $41,647+1.8% | $96,139-55.9% | $86,799-51.1% |
| Participation rate | 32.1% | 50.2%-18.1pp | 68.4%-36.4pp | 72.3%-40.2pp |
| Annual return | 11.04% | 27.24%-16.2pp | 191.94%-180.9pp | 97.91%-86.9pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,954 | $2,412+22.4% | $4,349-32.1% | $4,131-28.5% |
| Admin fee / account holder | $10 | $169-94.0% | $5,537-99.8% | $170-94.0% |