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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,603 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,783 | $36,707-59.7% | $69,632-78.8% | $77,762-81.0% |
| Participation rate | 91.7% | 64.1%+27.6pp | 66.4%+25.3pp | 70.6%+21.1pp |
| Annual return | 14.70% | 39.03%-24.3pp | 101.32%-86.6pp | 31.27%-16.6pp |
| Employer contribution / active EE | $1,913 | $1,236+54.8% | $1,708+12.0% | $2,728-29.9% |
| Participant deferral / active EE | $3,777 | $2,710+39.4% | $2,889+30.7% | $4,651-18.8% |
| Admin fee / account holder | $43 | $510-91.6% | $4,695-99.1% | $433-90.1% |