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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6+ years Service code 18 · EIN 25-1211909 | Custodial (other than securities); In... | $52,468 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $9,100 |
BUTZEL LONG1 year Service code 29 301 EAST LIBERTY STREET · ANN ARBOR, MI 48104 | Legal | $6,050 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 10.07% | 9.93%+0.1pp | -2.84%+12.9pp | 9.29%+0.8pp |
| Employer contribution / active EE | $11,538 | $11,565-0.2% | $33,329-65.4% | $15,168-23.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |