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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $48,236 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $7,038 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-4149404 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,893 | $145,904-39.1% | $83,831+6.0% | - |
| Participation rate | 65.7% | 64.1%+1.5pp | 76.1%-10.5pp | - |
| Annual return | 10.15% | -3.19%+13.3pp | 850.99%-840.8pp | - |
| Employer contribution / active EE | $266 | $1,734-84.7% | $3,631-92.7% | - |
| Participant deferral / active EE | $4,299 | $2,760+55.8% | $4,082+5.3% | - |
| Admin fee / account holder | $574 | $8,727-93.4% | $5,479-89.5% | - |