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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $650,760 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2384414 | Consulting | $117,737 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $24,600 |
DART CONTAINER OF MICHIGAN, LLC8+ years Service code 14 · EIN 06-1720526 | Plan Administrator | $24,291 |
FOSTER SWIFT COLLINS & SMITH8+ years Filed as: FOSTER SWIFT COLLINS & SMITH PC Service code 29 313 SOUTH WASHINGTON SQUARE · LANSING, MI 489332144 | Legal | $11,917 |
Participant contribution per participant 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 | $65,383 | $185,545-64.8% | $90,767-28.0% | $89,433-26.9% |
| Participation rate | 74.2% | 85.0%-10.8pp | 75.7%-1.5pp | 71.3%+2.9pp |
| Annual return | -14.83% | -13.56%-1.3pp | -12.16%-2.7pp | -11.88%-2.9pp |
| Employer contribution / active EE | $2,680 | $7,210-62.8% | $2,922-8.3% | $3,021-11.3% |
| Participant deferral / active EE | $3,210 | $9,550-66.4% | $4,565-29.7% | $5,125-37.4% |
| Admin fee / account holder | $64 | $100-36.4% | $8,445-99.2% | $79-19.8% |