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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,806 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $7,428 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,149 | $50,151-83.8% | $149,696-94.6% | $80,157-89.8% |
| Participation rate | 35.8% | 64.3%-28.5pp | 78.8%-42.9pp | 72.9%-37.1pp |
| Annual return | 92.42% | 29.80%+62.6pp | 134.46%-42.0pp | 40.39%+52.0pp |
| Employer contribution / active EE | $148 | $1,867-92.1% | $4,821-96.9% | $2,977-95.0% |
| Participant deferral / active EE | $1,123 | $3,194-64.8% | $5,682-80.2% | $5,015-77.6% |
| Admin fee / account holder | $33 | $153-78.5% | $13,212-99.8% | $145-77.4% |