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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $355 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $8,756 | $28,416-69.2% | $73,550-88.1% | $69,631-87.4% |
| Participation rate | 30.9% | 38.3%-7.5pp | 54.9%-24.1pp | 70.7%-39.8pp |
| Annual return | 17.73% | -694.13%+711.9pp | -15.16%+32.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $200 | $430-53.6% | $1,219-83.6% | $2,032-90.2% |
| Participant deferral / active EE | $322 | $897-64.1% | $1,804-82.2% | $3,224-90.0% |
| Admin fee / account holder | $4 | $104-96.5% | $2,320-99.8% | $110-96.7% |