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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $241 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 618 OAKLEAF OFFICE LANE S 300 · MEMPHIS, TN 38117 | 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,587 | $47,922-27.8% | $75,901-54.4% | $65,185-46.9% |
| Participation rate | 22.4% | 63.0%-40.6pp | 69.3%-46.9pp | 70.2%-47.8pp |
| Annual return | 21.89% | 24.12%-2.2pp | 30.76%-8.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $734 | $2,550-71.2% | $3,603-79.6% | $3,514-79.1% |
| Admin fee / account holder | $14 | $532-97.3% | $5,420-99.7% | $847-98.3% |