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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,910 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $18,828 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,068 | $99,957-44.9% | $149,730-63.2% | $73,493-25.1% |
| Participation rate | 85.5% | 75.7%+9.8pp | 82.5%+3.0pp | 70.7%+14.8pp |
| Annual return | 22.75% | 53.87%-31.1pp | 276.70%-254.0pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,373 | $3,191-25.6% | $4,645-48.9% | $2,270+4.5% |
| Participant deferral / active EE | $5,346 | $6,073-12.0% | $6,843-21.9% | $3,740+42.9% |
| Admin fee / account holder | $195 | $551-64.5% | $9,310-97.9% | $513-61.9% |