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| Provider | Service type | Compensation |
|---|---|---|
BPAS6 years Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $13,630 |
Filed as: MML INVESTORS SERVICES Service code 10 1277 MAIN STREET · SPRINGFIELD, MA 01103 | Accounting | $9,903 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,167 | $43,749-49.3% | $158,223-86.0% | $65,306-66.1% |
| Participation rate | 44.4% | 56.9%-12.4pp | 79.2%-34.8pp | 57.7%-13.2pp |
| Annual return | 16.72% | 19.41%-2.7pp | 52.09%-35.4pp | 21.94%-5.2pp |
| Employer contribution / active EE | $651 | $1,497-56.5% | $4,109-84.2% | $1,967-66.9% |
| Participant deferral / active EE | $688 | $2,019-65.9% | $5,467-87.4% | $2,959-76.7% |
| Admin fee / account holder | $188 | $1,930-90.2% | $16,047-98.8% | $3,480-94.6% |