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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $225 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,412 | $39,245-48.0% | $64,105-68.2% | $52,331-61.0% |
| Participation rate | 11.1% | 58.2%-47.1pp | 68.2%-57.1pp | 68.1%-57.0pp |
| Annual return | 3.44% | 14.79%-11.4pp | 791.24%-787.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $205 | $1,992-89.7% | $2,822-92.7% | $3,022-93.2% |
| Admin fee / account holder | $14 | $592-97.6% | $4,499-99.7% | $592-97.6% |