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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 201 E PINE STREET STE 1100 · ORLANDO, FL 32801 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $28,725 | $42,546-32.5% | $71,796-60.0% | $55,167-47.9% |
| Participation rate | 27.3% | 59.1%-31.8pp | 69.1%-41.8pp | 69.0%-41.7pp |
| Annual return | 6.01% | 12.36%-6.4pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $45 | $803-94.4% | $1,924-97.7% | $1,963-97.7% |
| Participant deferral / active EE | $1,754 | $2,064-15.0% | $2,794-37.2% | $3,054-42.6% |
| Admin fee / account holder | $10 | $650-98.5% | $4,815-99.8% | $504-98.1% |