Filed December 12, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,385 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: GREGORY J SCHWARTZ AND CO INC Service code 49 3707 WEST MAPLE ROAD · BLOOMFIELD HILLS, MI 48301 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,555 | $49,451-36.2% | $79,576-60.3% | $66,930-52.9% |
| Participation rate | 63.3% | 61.3%+2.0pp | 69.5%-6.2pp | 69.8%-6.5pp |
| Annual return | -19.14% | 84.25%-103.4pp | 0.15%-19.3pp | 1.57%-20.7pp |
| Employer contribution / active EE | $1,946 | $1,266+53.7% | $2,413-19.4% | $2,545-23.5% |
| Participant deferral / active EE | $4,452 | $3,159+41.0% | $3,985+11.7% | $4,238+5.1% |
| Admin fee / account holder | $57 | $595-90.5% | $6,834-99.2% | $593-90.5% |