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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $16,508 |
FREEDMAN BENEFITS GROUP4 years Service code 15 30400 TELEGRAPH ROAD · BINGHAM FARMS, MI 48025 | Recordkeeping | $1,068 |
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,892 | $73,638-49.9% | $95,964-61.6% | $73,497-49.8% |
| Participation rate | 36.3% | 76.2%-39.9pp | 77.1%-40.8pp | 70.7%-34.4pp |
| Annual return | 14.40% | 16.78%-2.4pp | 91.64%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,807 | $3,617-50.0% | $4,167-56.6% | $3,740-51.7% |
| Admin fee / account holder | $336 | $482-30.2% | $6,797-95.1% | $513-34.4% |