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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 595 S FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Other Services | $0 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,868 | $79,523-90.1% | $140,019-94.4% | $56,289-86.0% |
| Participation rate | 77.0% | 85.7%-8.7pp | 87.5%-10.5pp | 69.9%+7.1pp |
| Annual return | -7.74% | 2.39%-10.1pp | 651.17%-658.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,244 | $5,129-36.8% | $6,927-53.2% | $3,350-3.2% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |