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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,165 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Filed as: MML INVESTORS Service code 49 10000 N CENTRAL EXPY 1200 · DALLAS, TX 75231 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,694 | $48,064-21.6% | $78,778-52.2% | $69,631-45.9% |
| Participation rate | 50.1% | 61.6%-11.5pp | 69.2%-19.1pp | 70.7%-20.6pp |
| Annual return | 17.44% | 21.81%-4.4pp | 35.62%-18.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $240 | $744-67.7% | $1,986-87.9% | $2,032-88.2% |
| Participant deferral / active EE | $1,935 | $2,079-6.9% | $2,958-34.6% | $3,224-40.0% |
| Admin fee / account holder | $19 | $152-87.8% | $5,134-99.6% | $110-83.2% |