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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $815 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 565 TAXTER RD SUITE 625 · ELMSFORD, NY 10523 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,112 | $58,512-84.4% | $84,015-89.2% | $72,985-87.5% |
| Participation rate | 74.1% | 61.2%+12.8pp | 69.0%+5.1pp | 69.5%+4.6pp |
| Annual return | 7.62% | 28.93%-21.3pp | 71.31%-63.7pp | 81.00%-73.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,491 | $2,394-37.7% | $3,239-54.0% | $3,607-58.7% |
| Admin fee / account holder | $7 | $4,569-99.8% | $6,101-99.9% | $5,124-99.9% |