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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,362 |
FREED MAXICK CPAS PC1 year Service code 15 · EIN 45-4051133 | Recordkeeping | $5,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 300 CORPORATE PKWY SUITE 200N · AMHERST, NY 14226 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,716 | $73,102-78.5% | $123,552-87.3% | $56,287-72.1% |
| Participation rate | 78.1% | 74.3%+3.8pp | 82.3%-4.2pp | 69.9%+8.2pp |
| Annual return | -10.97% | 3.01%-14.0pp | 119.20%-130.2pp | -9.96%-1.0pp |
| Employer contribution / active EE | $454 | $2,977-84.7% | $4,628-90.2% | $2,111-78.5% |
| Participant deferral / active EE | $2,455 | $5,423-54.7% | $6,426-61.8% | $3,350-26.7% |
| Admin fee / account holder | $127 | $554-77.0% | $9,285-98.6% | $521-75.5% |