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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,320 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 7733 FORSYTH BLVD · ST LOUIS, MO 63105 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,775 | $41,467-76.4% | $67,313-85.5% | $55,725-82.5% |
| Participation rate | 43.9% | 62.5%-18.6pp | 69.1%-25.2pp | 70.9%-27.0pp |
| Annual return | 20.13% | 0.82%+19.3pp | -4.08%+24.2pp | 244.93%-224.8pp |
| Employer contribution / active EE | $891 | $1,316-32.3% | $2,566-65.3% | $2,078-57.1% |
| Participant deferral / active EE | $1,171 | $2,399-51.2% | $3,568-67.2% | $3,356-65.1% |
| Admin fee / account holder | $65 | $102-36.4% | $4,507-98.6% | $115-43.7% |