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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,180 |
ADP BROKER-DEALER3+ 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 | $12,330 | $51,466-76.0% | $78,778-84.3% | $62,293-80.2% |
| Participation rate | 81.5% | 59.8%+21.7pp | 69.2%+12.3pp | 69.5%+11.9pp |
| Annual return | 23.64% | 19.96%+3.7pp | 35.62%-12.0pp | 28.90%-5.3pp |
| Employer contribution / active EE | $170 | $827-79.4% | $1,986-91.4% | $2,042-91.7% |
| Participant deferral / active EE | $1,964 | $2,147-8.5% | $2,958-33.6% | $3,169-38.0% |
| Admin fee / account holder | $12 | $489-97.5% | $5,134-99.8% | $479-97.4% |