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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,580 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 1176 S. MAIN STREET · PLYMOUTH, MI 48170 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,682 | $80,177-85.4% | $123,892-90.6% | $57,658-79.7% |
| Participation rate | 6.3% | 74.4%-68.1pp | 81.4%-75.1pp | 70.2%-63.9pp |
| Annual return | 9.95% | 17.90%-8.0pp | 47.52%-37.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $480 | $5,130-90.6% | $5,984-92.0% | $3,061-84.3% |
| Admin fee / account holder | $51 | $106-52.4% | $8,357-99.4% | $95-46.5% |