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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,581 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 2932 PINE GROVE AVENUE · PORT HURON, MI 48060 | Other Services | $0 |
Employer contribution per participant 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,282 | $60,165-82.9% | $74,183-86.1% | $55,167-81.4% |
| Participation rate | 72.6% | 74.2%-1.6pp | 76.6%-4.1pp | 69.0%+3.6pp |
| Annual return | 13.89% | 10.00%+3.9pp | 17.74%-3.8pp | 169.23%-155.3pp |
| Employer contribution / active EE | $258 | $1,600-83.8% | $2,370-89.1% | $1,963-86.8% |
| Participant deferral / active EE | $1,649 | $2,973-44.5% | $3,550-53.6% | $3,054-46.0% |
| Admin fee / account holder | $29 | $419-93.1% | $5,586-99.5% | $504-94.2% |