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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $845 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 335 N MAPLE DRIVE · BEVERLY HILLS, CA 90210 | Other Services | $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).
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 | $44,841 | $66,310-32.4% | $93,606-52.1% | $65,185-31.2% |
| Participation rate | 18.2% | 74.0%-55.8pp | 75.8%-57.6pp | 70.2%-52.0pp |
| Annual return | 18.00% | 42.58%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $737 | $3,342-77.9% | $4,069-81.9% | $3,514-79.0% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.3% |