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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,095 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | 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 | $25,351 | $100,801-74.9% | $149,730-83.1% | $73,412-65.5% |
| Participation rate | 12.0% | 77.7%-65.7pp | 82.5%-70.5pp | 72.2%-60.2pp |
| Annual return | 18.24% | 265.34%-247.1pp | 276.70%-258.5pp | 59.30%-41.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,056 | $6,404-83.5% | $6,843-84.6% | $3,806-72.3% |
| Admin fee / account holder | $47 | $181-74.3% | $9,310-99.5% | $158-70.5% |