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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $674,638 |
DART CONTAINER OF MICHIGAN, LLC3+ years Service code 14 · EIN 06-1720526 | Plan Administrator | $116,680 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 13-2384414 | Consulting | $84,472 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $28,850 |
FOSTER SWIFT COLLINS & SMITH2 years Service code 29 · EIN 38-1904703 | Legal | $18,967 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,861 | $187,373-70.2% | $91,004-38.6% | $80,976-31.0% |
| Participation rate | 74.4% | 87.5%-13.1pp | 75.6%-1.2pp | 68.3%+6.2pp |
| Annual return | 15.61% | 16.95%-1.3pp | 4.60%+11.0pp | 22.91%-7.3pp |
| Employer contribution / active EE | $1,917 | $5,838-67.2% | $2,456-21.9% | $2,402-20.2% |
| Participant deferral / active EE | $1,974 | $8,375-76.4% | $3,548-44.3% | $3,848-48.7% |
| Admin fee / account holder | $75 | $91-18.0% | $5,417-98.6% | $67+11.1% |