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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 2000 WESTCHESTER AVE · PASADENA, CA 91030 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,703 | $29,369-94.2% | $77,513-97.8% | $73,412-97.7% |
| Participation rate | 5.7% | 37.9%-32.2pp | 54.2%-48.5pp | 72.2%-66.5pp |
| Annual return | 0.00% | 358.15%-358.1pp | 54.81%-54.8pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $95 | $941-89.9% | $1,861-94.9% | $3,806-97.5% |
| Admin fee / account holder | $0 | $123-100.0% | $2,859-100.0% | $158-100.0% |