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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $938,090 |
DART CONTAINER OF MICHIGAN, LLC4+ years Service code 14 · EIN 06-1720526 | Plan Administrator | $107,040 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 13-2384414 | Consulting | $84,872 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $21,625 |
FOSTER SWIFT COLLINS & SMITH3 years Service code 29 · EIN 38-1904703 | Legal | $8,100 |
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 | $56,116 | $173,253-67.6% | $80,022-29.9% | $73,367-23.5% |
| Participation rate | 80.8% | 88.8%-8.0pp | 75.8%+5.0pp | 69.5%+11.3pp |
| Annual return | -4.10% | -2.12%-2.0pp | 11.22%-15.3pp | 173.45%-177.6pp |
| Employer contribution / active EE | $2,161 | $6,338-65.9% | $2,468-12.4% | $2,499-13.5% |
| Participant deferral / active EE | $2,306 | $8,893-74.1% | $3,686-37.4% | $4,033-42.8% |
| Admin fee / account holder | $75 | $90-17.0% | $6,521-98.9% | $68+9.1% |