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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 | Legal | $19,730 |
BENESYS, INC.3 years Service code 14 · EIN 38-2383171 | Plan Administrator | $19,319 |
EBERTS & HARRISON1 year Filed as: EBERTS & HARRISON INC Service code 50 1604 RIDGESIDE DRIVE · MT. AIRY, MD 21771 | Direct Payment | $16,329 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $10,500 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 22260 HAGGERTY RD · NORTHVILLE, MI 48167 | Accounting | $6,015 |
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 | $33,231 | $66,601-50.1% | $92,909-64.2% | $67,579-50.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.61% | 92.58%-88.0pp | 109.44%-104.8pp | 378.56%-374.0pp |
| Employer contribution / active EE | $2,308 | $2,775-16.8% | $3,653-36.8% | $2,148+7.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $185 | $199-6.8% | $5,795-96.8% | $142+30.2% |