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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,207 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 75 LIEGHTON ROAD · FALMOUTH, ME 04105 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,142 | $55,790-11.9% | $76,667-35.9% | $67,582-27.3% |
| Participation rate | 20.1% | 71.1%-51.0pp | 72.1%-52.0pp | 71.3%-51.2pp |
| Annual return | 22.82% | 64.45%-41.6pp | 1166.74%-1143.9pp | 378.57%-355.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,303-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $899 | $2,875-68.7% | $3,336-73.1% | $3,539-74.6% |
| Admin fee / account holder | $24 | $159-84.8% | $6,423-99.6% | $142-82.9% |