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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS1+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $970,195 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-3200244 | Investment Management | $116,922 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $116,423 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $111,943 |
FREEDMAN & LORRY, P.C.1+ years Service code 29 · EIN 23-2158375 | Legal | $91,999 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $73,148 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $57,162 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $52,458 |
HOWARD, MOORE & MCDUFFIE, PC1+ years Filed as: HOWARD, MOORE & MCDUFFIE Service code 10 · EIN 58-1484212 | Accounting | $20,008 |
COMERICA BANK1+ years Service code 28 · EIN 42-1741646 | Investment Management | $18,735 |
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 | $4,305 | $329,111-98.7% | $78,676-94.5% | $329,111-98.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.6%+26.4pp | 67.9%+32.1pp |
| Annual return | 8.40% | 16.35%-8.0pp | 62.19%-53.8pp | 16.35%-8.0pp |
| Employer contribution / active EE | $820 | $2,303-64.4% | $2,850-71.2% | $2,303-64.4% |
| Participant deferral / active EE | $0 | $3,682-100.0% | $3,517-100.0% | $3,682-100.0% |
| Admin fee / account holder | $55 | $754-92.7% | $4,510-98.8% | $754-92.7% |