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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,012 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 565 TAXTER ROAD · ELMSFORD, NY 10523 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,358 | $62,177-70.5% | $81,370-77.4% | $74,478-75.4% |
| Participation rate | 51.9% | 64.1%-12.2pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 24.92% | 16.62%+8.3pp | 24.85%+0.1pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,049 | $3,219-36.3% | $3,885-47.3% | $4,350-52.9% |
| Admin fee / account holder | $22 | $1,927-98.8% | $5,749-99.6% | $1,946-98.9% |