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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY PLANNING GROUP1 year Filed as: BARCLAY PLANNING GROUP LLC Service code 15 345 DIVERSION ST · ROCHESTER HILLS, MI 48307 | Recordkeeping | $0 |
SIGMA FINANCIAL CORPORATION4+ years Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $0 |
Filed as: VOYA FINANCIAL Service code 15 · EIN 71-0294708 | Recordkeeping | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,612 | $43,236-77.8% | $82,744-88.4% | $77,906-87.7% |
| Participation rate | 15.7% | 64.2%-48.5pp | 72.6%-56.9pp | 73.7%-58.0pp |
| Annual return | -11.63% | 2.40%-14.0pp | 702.22%-713.8pp | 12.16%-23.8pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $225 | $3,069-92.7% | $4,395-94.9% | $4,805-95.3% |
| Admin fee / account holder | $35 | $102-66.2% | $5,325-99.3% | $133-73.8% |