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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,650 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 220 PARK ST # 220 · BIRMINGHAM, MI 48009 | Other Services | $0 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,938 | $39,132-64.4% | $57,196-75.6% | $62,881-77.8% |
| Participation rate | 86.4% | 70.5%+16.0pp | 75.3%+11.1pp | 69.3%+17.1pp |
| Annual return | 6.15% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,029 | $2,374-56.6% | $3,096-66.8% | $3,203-67.9% |
| Admin fee / account holder | $15 | $2,594-99.4% | $3,141-99.5% | $4,296-99.7% |