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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $32,976 |
BENESYS, INC.9 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $21,759 |
BULTYNCK & CO., P.L.L.C.7 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $11,000 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $10,356 |
EBERTS & HARRISON1 year Filed as: EBERTS & HARRISON INC. Service code 23 · EIN 52-0816262 1604 RIDGESIDE DR STE 203 · MOUNT AIRY, MD 21771 | Direct payment from the plan; Insuran... | $7,770 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $7,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $65,525 | $92,224-29.0% | $105,223-37.7% | $79,634-17.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.70% | 88.65%-79.9pp | 180.65%-171.9pp | 36.46%-27.8pp |
| Employer contribution / active EE | $4,727 | $3,965+19.2% | $3,689+28.2% | $2,529+86.9% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $359 | $1,121-67.9% | $8,859-95.9% | $1,002-64.1% |