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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,083 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1295 STATE ST · WEST LONG BRANCH, NJ 07764 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $3,867 | $44,734-91.4% | $99,479-96.1% | $67,582-94.3% |
| Participation rate | 32.8% | 66.2%-33.3pp | 73.8%-41.0pp | 71.3%-38.4pp |
| Annual return | 22.05% | 32.45%-10.4pp | 30.72%-8.7pp | 378.57%-356.5pp |
| Employer contribution / active EE | $87 | $1,261-93.1% | $2,540-96.6% | $2,148-95.9% |
| Participant deferral / active EE | $764 | $2,731-72.0% | $3,619-78.9% | $3,539-78.4% |
| Admin fee / account holder | $102 | $120-14.6% | $6,253-98.4% | $142-28.2% |