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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $438,839 |
BENESYS, INC.2 years Service code 14 · EIN 38-2383171 | Plan Administrator | $29,263 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $21,667 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $17,125 |
O'SULLIVAN ASSOCIATES1 year Filed as: SULLIVAN, WARD, PATTON, GLEESON Service code 29 · EIN 38-1880608 | Legal | $11,669 |
COMERICA BANK1 year Service code 49 · EIN 42-1741646 | Other Services | $5,861 |
Service code 10 · EIN 38-2388845 | Accounting | $5,465 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: HENSSLER Service code 52 · EIN 58-2380817 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,154 | $81,719-74.1% | $101,275-79.1% | $90,274-76.6% |
| Participation rate | 99.5% | 80.7%+18.8pp | 75.8%+23.7pp | 73.4%+26.1pp |
| Annual return | -3.61% | 337.64%-341.2pp | 46.48%-50.1pp | 53.97%-57.6pp |
| Employer contribution / active EE | $3,556 | $3,622-1.8% | $3,660-2.9% | $2,523+40.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $133 | $162-17.6% | $5,948-97.8% | $114+17.0% |