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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 370 17TH STREET · DENVER, CO 80202 | 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 | $46,675 | $63,114-26.0% | $92,903-49.8% | $65,185-28.4% |
| Participation rate | 24.6% | 68.8%-44.2pp | 76.0%-51.4pp | 70.2%-45.6pp |
| Annual return | 23.79% | 28.75%-5.0pp | 109.43%-85.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $672 | $3,108-78.4% | $4,238-84.1% | $3,514-80.9% |
| Admin fee / account holder | $17 | $624-97.3% | $5,795-99.7% | $847-98.0% |