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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,526 |
ADP BROKER-DEALER3+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: MML INVESTORS Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,884 | $23,119-78.9% | $71,086-93.1% | $75,289-93.5% |
| Participation rate | 16.0% | 36.3%-20.4pp | 54.7%-38.7pp | 72.4%-56.4pp |
| Annual return | -11.82% | -3.32%-8.5pp | 650.59%-662.4pp | -0.04%-11.8pp |
| Employer contribution / active EE | $150 | $399-62.4% | $1,088-86.2% | $2,405-93.8% |
| Participant deferral / active EE | $361 | $960-62.4% | $1,874-80.7% | $3,739-90.3% |
| Admin fee / account holder | $6 | $89-93.6% | $3,082-99.8% | $102-94.4% |