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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY PLANNING GROUP2 years Filed as: BARCLAY PLANNING GROUP LLC Service code 15 345 DIVERSION ST · ROCHESTER HILLS, MI 48307 | Recordkeeping | $0 |
SIGMA FINANCIAL CORPORATION5+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,801 | $52,960-77.7% | $86,640-86.4% | $80,157-85.3% |
| Participation rate | 9.0% | 62.4%-53.4pp | 71.7%-62.7pp | 72.9%-63.9pp |
| Annual return | 16.57% | 24.84%-8.3pp | 592.52%-575.9pp | 40.39%-23.8pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,024-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $205 | $3,226-93.7% | $4,438-95.4% | $5,015-95.9% |
| Admin fee / account holder | $25 | $113-77.8% | $5,616-99.6% | $145-82.6% |