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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $78 | $46,332-99.8% | $143,797-99.9% | $64,824-99.9% |
| Participation rate | 36.9% | 64.2%-27.4pp | 80.3%-43.5pp | 71.5%-34.6pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $29 | $2,647-98.9% | $5,638-99.5% | $4,311-99.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |