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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $27,219 | $54,541-50.1% | $78,778-65.4% | $70,126-61.2% |
| Participation rate | 15.3% | 60.8%-45.5pp | 69.2%-53.9pp | 69.5%-54.2pp |
| Annual return | 20.69% | 21.07%-0.4pp | 35.62%-14.9pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $386 | $2,210-82.5% | $2,958-86.9% | $3,332-88.4% |
| Admin fee / account holder | $3 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |