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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,568 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 5250 N PALM AVE STE 321 · FRESNO, CA 93704 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,396 | $71,050-47.4% | $93,606-60.1% | $80,856-53.8% |
| Participation rate | 95.1% | 60.4%+34.7pp | 68.7%+26.4pp | 67.6%+27.5pp |
| Annual return | 9.46% | 11.26%-1.8pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $610 | $1,564-61.0% | $2,420-74.8% | $2,755-77.9% |
| Participant deferral / active EE | $3,852 | $4,034-4.5% | $4,411-12.7% | $4,296-10.3% |
| Admin fee / account holder | $30 | $6,945-99.6% | $8,285-99.6% | $6,918-99.6% |