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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,623 |
ADP BROKER-DEALER3 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 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,479 | $58,493-51.3% | $84,021-66.1% | $72,975-61.0% |
| Participation rate | 90.5% | 61.2%+29.2pp | 69.0%+21.5pp | 69.5%+21.0pp |
| Annual return | 24.27% | 28.93%-4.7pp | 71.32%-47.0pp | 81.01%-56.7pp |
| Employer contribution / active EE | $397 | $1,163-65.9% | $1,984-80.0% | $2,440-83.7% |
| Participant deferral / active EE | $2,725 | $2,394+13.8% | $3,239-15.9% | $3,608-24.5% |
| Admin fee / account holder | $88 | $4,569-98.1% | $6,102-98.6% | $5,124-98.3% |