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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,095 |
ADP BROKER-DEALER5+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,644 | $49,138-78.3% | $84,015-87.3% | $65,185-83.7% |
| Participation rate | 80.3% | 60.7%+19.5pp | 69.0%+11.3pp | 70.2%+10.1pp |
| Annual return | 26.45% | 23.00%+3.4pp | 71.31%-44.9pp | 29.38%-2.9pp |
| Employer contribution / active EE | $187 | $914-79.6% | $1,983-90.6% | $2,177-91.4% |
| Participant deferral / active EE | $2,244 | $2,397-6.4% | $3,239-30.7% | $3,514-36.1% |
| Admin fee / account holder | $10 | $543-98.1% | $6,101-99.8% | $847-98.8% |