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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,870 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENTS LLC Service code 49 28411 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48034 | 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.
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 | $19,653 | $42,367-53.6% | $79,583-75.3% | $64,824-69.7% |
| Participation rate | 40.2% | 64.7%-24.6pp | 69.5%-29.3pp | 71.5%-31.3pp |
| Annual return | -16.67% | -12.24%-4.4pp | 0.16%-16.8pp | 32.84%-49.5pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $994 | $3,168-68.6% | $3,986-75.1% | $4,311-76.9% |
| Admin fee / account holder | $68 | $160-57.4% | $6,835-99.0% | $188-63.8% |