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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $13,482 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,569 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,103 | $51,283-12.0% | $95,740-52.9% | $71,511-36.9% |
| Participation rate | 99.2% | 63.1%+36.1pp | 72.3%+26.9pp | 67.9%+31.2pp |
| Annual return | 0.00% | 25.25%-25.2pp | 28.41%-28.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $8,004 | $1,817+340.4% | $2,836+182.2% | $2,589+209.1% |
| Participant deferral / active EE | $9,169 | $3,365+172.5% | $4,244+116.1% | $4,291+113.7% |
| Admin fee / account holder | $112 | $1,135-90.1% | $5,676-98.0% | $1,588-92.9% |