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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,266 |
ADP BROKER-DEALER9+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,830 | $54,701-80.2% | $86,188-87.4% | $71,457-84.8% |
| Participation rate | 87.1% | 60.1%+27.0pp | 69.0%+18.2pp | 67.9%+19.2pp |
| Annual return | 16.13% | 20.06%-3.9pp | 1168.45%-1152.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $234 | $1,265-81.5% | $2,380-90.2% | $2,588-91.0% |
| Participant deferral / active EE | $2,782 | $3,108-10.5% | $3,985-30.2% | $4,289-35.1% |
| Admin fee / account holder | $7 | $1,922-99.6% | $6,852-99.9% | $1,587-99.6% |