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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $230 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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.
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 | $32,856 | $51,466-36.2% | $78,778-58.3% | $62,293-47.3% |
| Participation rate | 24.0% | 59.8%-35.8pp | 69.2%-45.2pp | 69.5%-45.6pp |
| Annual return | 16.14% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,576 | $2,147-26.6% | $2,958-46.7% | $3,169-50.3% |
| Admin fee / account holder | $3 | $489-99.5% | $5,134-99.9% | $479-99.4% |