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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,446 |
ADP BROKER-DEALER4+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,867 | $49,915-96.3% | $154,803-98.8% | $74,304-97.5% |
| Participation rate | 87.2% | 54.0%+33.3pp | 78.1%+9.2pp | 60.3%+26.9pp |
| Annual return | 16.51% | 34.06%-17.6pp | 58.88%-42.4pp | 29.43%-12.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $754 | $2,255-66.5% | $5,540-86.4% | $3,767-80.0% |
| Admin fee / account holder | $17 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |