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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,472 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANELY SMITH BARNEY Service code 49 1901 MAIN STREET PENTHOUSE · 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.
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 | $31,674 | $71,142-55.5% | $119,609-73.5% | $64,808-51.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 79.3%-45.9pp | 71.5%-38.1pp |
| Annual return | -16.26% | -10.01%-6.3pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $643 | $4,490-85.7% | $5,602-88.5% | $4,310-85.1% |
| Admin fee / account holder | $99 | $162-39.0% | $10,323-99.0% | $188-47.3% |