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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 294 RIVER STREET · MANISTEE, MI 49660 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,979 | $88,324-81.9% | $115,038-86.1% | $55,191-71.0% |
| Participation rate | 8.2% | 72.5%-64.3pp | 81.4%-73.2pp | 69.2%-60.9pp |
| Annual return | 387.68% | 6.30%+381.4pp | 26.14%+361.5pp | 10.78%+376.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $691 | $5,042-86.3% | $6,026-88.5% | $3,046-77.3% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |