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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 | Legal | $20,324 |
BENESYS, INC.4 years Service code 14 · EIN 38-2383171 | Plan Administrator | $19,873 |
BULTYNCK & CO., P.L.L.C.2 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $10,500 |
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 | $35,770 | $91,517-60.9% | $101,275-64.7% | $73,412-51.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 6.54% | 17.17%-10.6pp | 46.48%-39.9pp | 59.30%-52.8pp |
| Employer contribution / active EE | $2,575 | $2,877-10.5% | $3,660-29.6% | $2,234+15.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $187 | $216-13.4% | $5,948-96.9% | $158+18.4% |