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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $619,767 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2384414 | Consulting | $92,737 |
DART CONTAINER OF MICHIGAN, LLC7+ years Service code 14 · EIN 06-1720526 | Plan Administrator | $26,277 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $25,050 |
FOSTER SWIFT COLLINS & SMITH7+ years Filed as: FOSTER SWIFT COLLINS & SMITH PC Service code 29 313 SOUTH WASHINGTON SQUARE · LANSING, MI 489332114 | Legal | $10,165 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $79,881 | $239,209-66.6% | $106,554-25.0% | $106,520-25.0% |
| Participation rate | 79.0% | 89.6%-10.6pp | 76.1%+2.9pp | 71.3%+7.7pp |
| Annual return | 11.74% | 17.49%-5.7pp | 26.80%-15.1pp | 19.28%-7.5pp |
| Employer contribution / active EE | $2,556 | $6,641-61.5% | $2,819-9.3% | $2,840-10.0% |
| Participant deferral / active EE | $2,997 | $9,673-69.0% | $4,398-31.9% | $4,948-39.4% |
| Admin fee / account holder | $60 | $95-37.3% | $7,408-99.2% | $75-20.1% |