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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,434 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 4000 MARKET STREET · CAMP HILL, PA 17011 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,340 | $49,451-81.1% | $79,580-88.3% | $66,938-86.0% |
| Participation rate | 83.2% | 61.3%+21.9pp | 69.5%+13.7pp | 69.8%+13.4pp |
| Annual return | -17.07% | 84.25%-101.3pp | 0.15%-17.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $197 | $1,266-84.4% | $2,413-91.8% | $2,545-92.2% |
| Participant deferral / active EE | $2,372 | $3,159-24.9% | $3,985-40.5% | $4,238-44.0% |
| Admin fee / account holder | $7 | $595-98.8% | $6,835-99.9% | $594-98.8% |