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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $41,735 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 13 · EIN 84-1455663 8515 EAST ORCHARD RD · GREENWOOD VILIAGE, CO 80111 | Contract Administrator | $25,126 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LA SALLE ST STE 350 · CHICAGO, IL 60601 | Consulting | $10,000 |
BENESYS, INC.8 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $6,920 |
REIMOLD PRINTING1 year Service code 36 5171 BLACKBEAK DRIVE · SAGINAW, MI 48604 | Copying and duplicating; Direct payme... | $6,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,958 | $83,023-79.6% | $102,437-83.4% | $77,762-78.2% |
| Participation rate | 99.4% | 71.5%+27.9pp | 74.5%+24.9pp | 70.6%+28.8pp |
| Annual return | 11.87% | 19.12%-7.3pp | 24.95%-13.1pp | 31.27%-19.4pp |
| Employer contribution / active EE | $2,862 | $3,552-19.4% | $3,871-26.0% | $2,728+4.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $311 | $639-51.3% | $8,388-96.3% | $433-28.2% |