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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $17,754 |
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: SCHWARTZ & COMPANY Service code 27 3707 WEST MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $3,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,379 | $39,245+25.8% | $64,105-23.0% | $52,331-5.6% |
| Participation rate | 63.5% | 58.2%+5.2pp | 68.2%-4.7pp | 68.1%-4.6pp |
| Annual return | -1.26% | 14.79%-16.0pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,236 | $1,992+62.5% | $2,822+14.7% | $3,022+7.1% |
| Admin fee / account holder | $225 | $592-62.0% | $4,499-95.0% | $592-62.0% |