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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,488 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,366 | $40,435-2.6% | $80,627-51.2% | $74,460-47.1% |
| Participation rate | 26.3% | 47.4%-21.1pp | 67.0%-40.7pp | 70.7%-44.5pp |
| Annual return | 12.47% | 165.19%-152.7pp | 936.76%-924.3pp | 34.38%-21.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,965 | $2,673+10.9% | $4,443-33.3% | $4,530-34.5% |
| Admin fee / account holder | $18 | $721-97.6% | $5,381-99.7% | $348-94.9% |