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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $555 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,158 | $42,548-24.4% | $74,551-56.9% | $56,289-42.9% |
| Participation rate | 31.5% | 60.5%-29.0pp | 69.1%-37.7pp | 69.9%-38.4pp |
| Annual return | 8.50% | 12.40%-3.9pp | 32.53%-24.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,369 | $2,277+4.0% | $3,108-23.8% | $3,350-29.3% |
| Admin fee / account holder | $5 | $467-98.9% | $5,059-99.9% | $521-99.0% |