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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $524,234 |
HESSIAN & MCKASY, PA3 years Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $74,859 |
BENESYS, INC.3 years Service code 14 · EIN 38-2383171 | Plan Administrator | $37,078 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $20,600 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $18,333 |
Service code 10 · EIN 38-2388845 | Accounting | $7,089 |
COMERICA BANK2 years Service code 49 · EIN 42-1741646 | Other Services | $5,567 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Filed as: CLARKSTON FUNDS Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
Filed as: HENSSLER Service code 52 · EIN 58-2380817 | Indirect Investment Fees | $0 |
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 | $28,621 | $88,770-67.8% | $109,163-73.8% | $93,010-69.2% |
| Participation rate | 99.5% | 81.5%+18.0pp | 75.9%+23.6pp | 73.9%+25.6pp |
| Annual return | 36.83% | 60.64%-23.8pp | 25.75%+11.1pp | 158.70%-121.9pp |
| Employer contribution / active EE | $3,797 | $3,780+0.5% | $3,723+2.0% | $2,705+40.4% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $153 | $172-11.4% | $6,754-97.7% | $152+0.6% |