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| Provider | Service type | Compensation |
|---|---|---|
THE BOSTONIAN GROUP2+ years Filed as: THE BOSTONIAN GROUP INSURANCE AGENC Service code 15 · EIN 04-2848081 | Recordkeeping | $29,972 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,375 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $10,054 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,486 | $80,211-32.1% | $74,184-26.6% | $63,975-14.8% |
| Participation rate | 66.3% | 84.2%-17.9pp | 76.6%-10.3pp | 71.1%-4.8pp |
| Annual return | 15.62% | 14.13%+1.5pp | 17.74%-2.1pp | 48.65%-33.0pp |
| Employer contribution / active EE | $1,603 | $2,553-37.2% | $2,370-32.4% | $2,182-26.5% |
| Participant deferral / active EE | $3,082 | $4,370-29.5% | $3,550-13.2% | $3,356-8.2% |
| Admin fee / account holder | $66 | $67-2.0% | $5,586-98.8% | $70-6.5% |