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| Provider | Service type | Compensation |
|---|---|---|
FIORITA KORNHAAS & COMPANY2+ years Filed as: FIORITA, KORNHAAS & COMPANY P.C Service code 10 · EIN 06-1183747 | Accounting | $8,200 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,483 | $63,924-80.5% | $108,582-88.5% | $55,167-77.4% |
| Participation rate | 46.6% | 74.3%-27.7pp | 79.6%-33.0pp | 69.0%-22.4pp |
| Annual return | 11.59% | 15.31%-3.7pp | -51.70%+63.3pp | 169.23%-157.6pp |
| Employer contribution / active EE | $1,217 | $1,879-35.2% | $3,758-67.6% | $1,963-38.0% |
| Participant deferral / active EE | $1,963 | $3,067-36.0% | $4,311-54.5% | $3,054-35.7% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |