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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,550 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 755 E MULBERRY AVE · SAN ANTONIO, TX 78212 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,877 | $65,361-78.8% | $92,903-85.1% | $72,983-81.0% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 22.50% | 42.11%-19.6pp | 109.43%-86.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $228 | $2,594-91.2% | $3,653-93.8% | $2,440-90.7% |
| Participant deferral / active EE | $3,061 | $3,128-2.2% | $4,238-27.8% | $3,608-15.2% |
| Admin fee / account holder | $21 | $4,251-99.5% | $5,795-99.6% | $5,124-99.6% |