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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO2 years Filed as: THE TRUST COMPANY OF TOLEDO, N.A. Service code 21 · EIN 34-1661757 1630 TIMBERWOLF DR · HOLLAND, OH 43528 | Bank Trustee | $96,749 |
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $35,137 |
BENESYS, INC.7 years Service code 14 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $18,863 |
AMERICAN REALTY ADVISORS6 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... | $15,759 |
BULTYNCK & CO., P.L.L.C.5 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,000 |
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 | $47,373 | $93,010-49.1% | $96,515-50.9% | $74,460-36.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 6.09% | 37.50%-31.4pp | 35.73%-29.6pp | 34.38%-28.3pp |
| Employer contribution / active EE | $3,663 | $3,427+6.9% | $3,740-2.0% | $2,638+38.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $260 | $633-58.9% | $6,735-96.1% | $348-25.2% |