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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 15 · EIN 91-0189318 | Recordkeeping | $9,450 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,069 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5 years Service code 49 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,909 | $84,482-85.9% | $125,363-90.5% | $66,930-82.2% |
| Participation rate | 57.1% | 76.4%-19.3pp | 82.4%-25.2pp | 69.8%-12.7pp |
| Annual return | -10.04% | -8.49%-1.5pp | 572.15%-582.2pp | 1.57%-11.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,206 | $6,782-82.2% | $7,447-83.8% | $4,238-71.6% |
| Admin fee / account holder | $129 | $685-81.2% | $10,005-98.7% | $593-78.3% |