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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 277 PARK AVE 44 FLOOR · NEW YORK, NY 10172 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,086 | $66,302-62.2% | $110,241-77.2% | $56,287-55.4% |
| Participation rate | 59.4% | 74.9%-15.5pp | 79.8%-20.4pp | 69.9%-10.4pp |
| Annual return | 11.71% | -1.18%+12.9pp | 314.75%-303.0pp | -9.96%+21.7pp |
| Employer contribution / active EE | $1,208 | $2,047-41.0% | $3,827-68.4% | $2,111-42.8% |
| Participant deferral / active EE | $5,437 | $3,381+60.8% | $4,672+16.4% | $3,350+62.3% |
| Admin fee / account holder | $13 | $698-98.1% | $8,548-99.8% | $521-97.5% |