Filed December 12, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,891 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: GREGORY J. SCHWARTZ Service code 49 3707 W MAPLE ROAD · BLOOMFIELD HILLS, MI 48301 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,266 | $49,138-32.3% | $84,020-60.4% | $65,185-49.0% |
| Participation rate | 36.3% | 60.7%-24.4pp | 69.0%-32.7pp | 70.2%-33.9pp |
| Annual return | 46.92% | 23.00%+23.9pp | 71.31%-24.4pp | 29.38%+17.5pp |
| Employer contribution / active EE | $407 | $914-55.5% | $1,984-79.5% | $2,177-81.3% |
| Participant deferral / active EE | $2,330 | $2,397-2.8% | $3,239-28.1% | $3,514-33.7% |
| Admin fee / account holder | $73 | $543-86.5% | $6,101-98.8% | $847-91.3% |