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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,273 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN INVESTMENTS LLC Service code 49 28411 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48034 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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.
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 | $30,171 | $50,956-40.8% | $96,570-68.8% | $86,821-65.2% |
| Participation rate | 31.4% | 65.2%-33.9pp | 69.8%-38.5pp | 72.3%-40.9pp |
| Annual return | 15.27% | 21.27%-6.0pp | 37.79%-22.5pp | 97.94%-82.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $742 | $2,954-74.9% | $3,849-80.7% | $4,132-82.0% |
| Admin fee / account holder | $53 | $166-68.0% | $6,182-99.1% | $170-68.6% |