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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 150 JFK PARKWAY · SHORT HILLS, NJ 07078 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,969 | $80,753-44.3% | $136,294-67.0% | $62,292-27.8% |
| Participation rate | 29.3% | 73.5%-44.2pp | 81.9%-52.6pp | 69.5%-40.2pp |
| Annual return | 20.61% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,270 | $5,164-36.7% | $6,247-47.7% | $3,169+3.2% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |