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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 35055 W. 12 MILE RD · FARMINGTON HILLS, MI 48331 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,256 | $25,723-71.8% | $69,182-89.5% | $55,167-86.8% |
| Participation rate | 43.1% | 39.4%+3.6pp | 55.1%-12.0pp | 69.0%-25.9pp |
| Annual return | 7.09% | 9.56%-2.5pp | -21.93%+29.0pp | 169.23%-162.1pp |
| Employer contribution / active EE | $208 | $480-56.8% | $1,206-82.8% | $1,963-89.4% |
| Participant deferral / active EE | $376 | $963-61.0% | $1,897-80.2% | $3,054-87.7% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |