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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,027 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $36,562 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,980 | $92,076-42.5% | $105,607-49.8% | $77,736-31.8% |
| Participation rate | 96.5% | 81.0%+15.5pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 11.28% | 17.84%-6.6pp | 116.11%-104.8pp | 31.26%-20.0pp |
| Employer contribution / active EE | $1,619 | $3,370-52.0% | $3,167-48.9% | $2,728-40.7% |
| Participant deferral / active EE | $4,488 | $5,390-16.7% | $5,011-10.4% | $4,651-3.5% |
| Admin fee / account holder | $95 | $219-56.5% | $10,958-99.1% | $433-78.0% |