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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,927 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 1901 MAIN ST STE 700 · IRVINE, CA 92614 | 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.
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 | $15,878 | $71,666-77.8% | $117,861-86.5% | $69,631-77.2% |
| Participation rate | 63.2% | 77.5%-14.3pp | 79.7%-16.5pp | 70.7%-7.5pp |
| Annual return | 17.57% | 18.86%-1.3pp | 335.11%-317.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $629 | $3,340-81.2% | $4,482-86.0% | $3,224-80.5% |
| Admin fee / account holder | $135 | $120+12.2% | $8,021-98.3% | $110+22.2% |