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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,300 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1001 BISHOP ST STE 2600 · HONOLULU, HI 96813 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $11,039 | $42,546-74.1% | $71,796-84.6% | $55,167-80.0% |
| Participation rate | 84.0% | 59.1%+24.9pp | 69.1%+14.9pp | 69.0%+15.0pp |
| Annual return | 6.11% | 12.36%-6.3pp | 78.04%-71.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $168 | $803-79.1% | $1,924-91.3% | $1,963-91.4% |
| Participant deferral / active EE | $1,907 | $2,064-7.6% | $2,794-31.8% | $3,054-37.6% |
| Admin fee / account holder | $11 | $650-98.3% | $4,815-99.8% | $504-97.9% |