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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,429 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 300 ESPLANADE DRIVE · OXNARD, CA 93036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,194 | $29,369-55.1% | $77,552-83.0% | $73,412-82.0% |
| Participation rate | 29.5% | 37.9%-8.4pp | 54.2%-24.7pp | 72.2%-42.6pp |
| Annual return | 28.17% | 358.15%-330.0pp | 54.82%-26.6pp | 59.30%-31.1pp |
| Employer contribution / active EE | $334 | $406-17.7% | $987-66.2% | $2,234-85.1% |
| Participant deferral / active EE | $543 | $941-42.3% | $1,861-70.8% | $3,806-85.7% |
| Admin fee / account holder | $24 | $123-80.4% | $2,859-99.2% | $158-84.8% |