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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 186 WOOD AVE S STE 301 · ISELIN, NJ 08830 | 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.
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 | $7,045 | $155,795-95.5% | $136,298-94.8% | $69,631-89.9% |
| Participation rate | 6.7% | 75.2%-68.6pp | 81.9%-75.3pp | 70.7%-64.0pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5156.27%-5156.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $466 | $5,394-91.4% | $6,247-92.5% | $3,224-85.5% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |