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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $663 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 11 SOUTHWOODS BLVD · ALBANY, NY 12211 | Other Services | $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 | $8,457 | $42,546-80.1% | $71,796-88.2% | $55,167-84.7% |
| Participation rate | 43.8% | 59.1%-15.3pp | 69.1%-25.3pp | 69.0%-25.2pp |
| Annual return | 12.35% | 12.36%0pp | 78.04%-65.7pp | 169.23%-156.9pp |
| Employer contribution / active EE | $401 | $803-50.1% | $1,924-79.2% | $1,963-79.6% |
| Participant deferral / active EE | $1,042 | $2,064-49.5% | $2,794-62.7% | $3,054-65.9% |
| Admin fee / account holder | $13 | $650-98.1% | $4,815-99.7% | $504-97.5% |