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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,550 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ 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 | $15,206 | $72,269-79.0% | $101,271-85.0% | $79,852-81.0% |
| Participation rate | 98.8% | 68.5%+30.4pp | 75.8%+23.0pp | 69.6%+29.2pp |
| Annual return | 15.73% | 22.29%-6.6pp | 46.48%-30.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $223 | $2,692-91.7% | $3,660-93.9% | $2,471-91.0% |
| Participant deferral / active EE | $3,039 | $3,282-7.4% | $4,371-30.5% | $3,740-18.8% |
| Admin fee / account holder | $24 | $4,401-99.4% | $5,948-99.6% | $5,306-99.5% |