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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,847 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 8151 PETERS RD · PLANTATION, FL 33324 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,063 | $50,820-66.4% | $155,567-89.0% | $77,671-78.0% |
| Participation rate | 45.3% | 63.1%-17.8pp | 78.2%-32.8pp | 70.6%-25.2pp |
| Annual return | 21.05% | 34.85%-13.8pp | 64.74%-43.7pp | 31.21%-10.2pp |
| Employer contribution / active EE | $2,117 | $1,993+6.2% | $4,674-54.7% | $2,726-22.4% |
| Participant deferral / active EE | $2,500 | $2,823-11.4% | $5,628-55.6% | $4,648-46.2% |
| Admin fee / account holder | $45 | $436-89.6% | $15,916-99.7% | $430-89.4% |