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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS5 years Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $25,997 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,308 | $79,449+138.3% | $189,597-0.2% | $85,851+120.5% |
| Participation rate | 89.5% | 66.0%+23.5pp | 78.4%+11.1pp | 69.3%+20.2pp |
| Annual return | 8.43% | 18.45%-10.0pp | 64.20%-55.8pp | 318.63%-310.2pp |
| Employer contribution / active EE | $17,611 | $2,081+746.3% | $4,412+299.1% | $2,565+586.5% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $285 | $5,377-94.7% | $9,807-97.1% | $6,261-95.5% |