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| Provider | Service type | Compensation |
|---|---|---|
FREEDMAN BENEFITS GROUP2 years Service code 15 30400 TELEGRAPH ROAD · BINGHAM FARMS, MI 48025 | Recordkeeping | $1,470 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,525 | $59,191-51.8% | $76,767-62.8% | $56,289-49.3% |
| Participation rate | 39.8% | 75.2%-35.4pp | 77.0%-37.1pp | 69.9%-30.0pp |
| Annual return | -6.72% | 6.62%-13.3pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,341 | $3,255-28.1% | $3,852-39.2% | $3,350-30.1% |
| Admin fee / account holder | $286 | $489-41.5% | $6,675-95.7% | $521-45.1% |