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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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 | $58,252 | $69,383-16.0% | $101,271-42.5% | $73,493-20.7% |
| Participation rate | 21.9% | 68.4%-46.5pp | 75.8%-53.9pp | 70.7%-48.8pp |
| Annual return | 21.21% | 18.46%+2.7pp | 46.48%-25.3pp | 28.51%-7.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $597 | $3,301-81.9% | $4,371-86.3% | $3,740-84.0% |
| Admin fee / account holder | $12 | $704-98.4% | $5,948-99.8% | $513-97.7% |