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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,438 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $20,000 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,543 | $84,493-44.9% | $125,381-62.9% | $66,938-30.5% |
| Participation rate | 87.4% | 76.4%+11.0pp | 82.4%+5.0pp | 69.8%+17.6pp |
| Annual return | -16.41% | -8.49%-7.9pp | 572.31%-588.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,145 | $3,554-39.6% | $4,815-55.5% | $2,545-15.7% |
| Participant deferral / active EE | $5,926 | $6,783-12.6% | $7,448-20.4% | $4,238+39.8% |
| Admin fee / account holder | $174 | $685-74.6% | $10,007-98.3% | $594-70.7% |