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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER2+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,977 | $75,388-82.8% | $123,552-89.5% | $55,725-76.7% |
| Participation rate | 8.6% | 75.7%-67.1pp | 82.3%-73.7pp | 70.9%-62.2pp |
| Annual return | -3.07% | 4.48%-7.6pp | 119.20%-122.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $798 | $5,651-85.9% | $6,426-87.6% | $3,356-76.2% |
| Admin fee / account holder | $12 | $120-89.9% | $9,285-99.9% | $115-89.5% |