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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,727 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $16,909 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,790 | $79,223-25.8% | $102,460-42.6% | $74,478-21.1% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 10.68% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,608 | $2,363-32.0% | $3,025-46.8% | $2,626-38.8% |
| Participant deferral / active EE | $4,437 | $4,417+0.5% | $5,056-12.2% | $4,350+2.0% |
| Admin fee / account holder | $315 | $2,003-84.3% | $9,460-96.7% | $1,946-83.8% |