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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,230 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 14241 DALLAS PARKWAY · DALLAS, TX 75254 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,898 | $50,947-59.0% | $74,551-72.0% | $64,173-67.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -9.72% | -1.85%-7.9pp | 32.53%-42.3pp | 7.63%-17.3pp |
| Employer contribution / active EE | $314 | $1,115-71.8% | $1,961-84.0% | $2,381-86.8% |
| Participant deferral / active EE | $2,375 | $2,302+3.2% | $3,108-23.6% | $3,470-31.5% |
| Admin fee / account holder | $105 | $4,221-97.5% | $5,059-97.9% | $4,887-97.9% |