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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,833 |
ADP BROKER-DEALER6+ 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 | $10,985 | $54,573-79.9% | $90,970-87.9% | $73,497-85.1% |
| Participation rate | 83.5% | 61.2%+22.4pp | 69.0%+14.5pp | 70.7%+12.9pp |
| Annual return | 13.95% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $162 | $991-83.7% | $2,122-92.4% | $2,270-92.9% |
| Participant deferral / active EE | $2,022 | $2,517-19.7% | $3,373-40.1% | $3,740-45.9% |
| Admin fee / account holder | $7 | $521-98.7% | $5,961-99.9% | $513-98.7% |