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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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).
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 | $52,174 | $70,917-26.4% | $98,920-47.3% | $73,493-29.0% |
| Participation rate | 21.7% | 73.8%-52.1pp | 76.0%-54.3pp | 70.7%-48.9pp |
| Annual return | 16.73% | 34.18%-17.5pp | 196.47%-179.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $884 | $3,501-74.8% | $4,245-79.2% | $3,740-76.4% |
| Admin fee / account holder | $7 | $535-98.8% | $6,643-99.9% | $513-98.7% |