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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,931 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $22,290 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVENUE, N.W. · WASHINGTON, DC 20006 | Legal | $1,350 |
Service code 16 · EIN 81-0635433 7 WEST SQUARE LAKE ROAD · BLOOMFIELD HILLS, MI 48302 | Consulting | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,668 | $70,115-54.8% | $70,548-55.1% | $80,149-60.5% |
| Participation rate | 91.1% | 71.7%+19.4pp | 68.3%+22.8pp | 72.9%+18.2pp |
| Annual return | 18.71% | 134.51%-115.8pp | 32.78%-14.1pp | 40.39%-21.7pp |
| Employer contribution / active EE | $1,104 | $3,021-63.4% | $2,975-62.9% | $2,977-62.9% |
| Participant deferral / active EE | $4,257 | $4,495-5.3% | $4,567-6.8% | $5,015-15.1% |
| Admin fee / account holder | $55 | $112-50.8% | $6,424-99.1% | $145-61.9% |