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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $229,789 |
DART CONTAINER OF MICHIGAN, LLC1+ years Service code 14 · EIN 06-1720526 | Plan Administrator | $113,655 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 13-2384414 | Consulting | $81,011 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT TECHNOLOGIES Service code 15 · EIN 75-1297386 | Recordkeeping | $38,693 |
MERCER1+ years Filed as: MERCER HR SERVICES Service code 15 · EIN 36-2668272 | Recordkeeping | $23,947 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $15,400 |
FEDERAL EXPRESS CORPORATION1+ years Service code 36 · EIN 71-0427007 | Direct payment from the plan; Copying... | $14,908 |
FOSTER SWIFT COLLINS & SMITH1+ years Filed as: FOSTER SWIFT COLLINS & SMITH PC Service code 29 · EIN 38-1904703 | Legal | $12,283 |
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.
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 | $51,225 | $158,120-67.6% | $68,509-25.2% | $69,651-26.5% |
| Participation rate | 78.6% | 88.0%-9.4pp | 74.7%+3.9pp | 66.6%+12.1pp |
| Annual return | 75.43% | 3.41%+72.0pp | 8.27%+67.2pp | 53.77%+21.7pp |
| Employer contribution / active EE | $2,032 | $5,427-62.6% | $2,278-10.8% | $2,241-9.3% |
| Participant deferral / active EE | $1,947 | $7,897-75.3% | $3,382-42.4% | $3,635-46.4% |
| Admin fee / account holder | $27 | $74-63.9% | $5,275-99.5% | $63-57.9% |