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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.9+ years Service code 18 · EIN 25-1211909 | Investment management; Custodial (oth... | $55,191 |
BUTZEL LONG4 years Service code 29 301 EAST LIBERTY STREET · ANN ARBOR, MI 48104 | Legal | $10,179 |
DUNBAR, BENDER & ZAPF, INC.5 years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $8,375 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 10.73% | 8.82%+1.9pp | 7.69%+3.0pp | 9.89%+0.8pp |
| Employer contribution / active EE | $7,143 | $12,837-44.4% | $28,501-74.9% | $14,313-50.1% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |