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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $49,191 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 13 8515 E ORCHARD RD · GREENWOOD VILIAGE, CO 80111 | Contract Administrator | $10,445 |
BENESYS, INC.6 years Service code 14 · EIN 38-2383171 700 TOWER DR, STE 300 · TROY, MI 48098 | Plan Administrator | $6,637 |
BULTYNCK & CO., P.L.L.C.6 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $6,000 |
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 | $12,810 | $106,236-87.9% | $112,263-88.6% | $64,824-80.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.72% | -6.02%-11.7pp | 27.49%-45.2pp | 32.84%-50.6pp |
| Employer contribution / active EE | $2,576 | $3,167-18.7% | $3,636-29.2% | $2,507+2.7% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $315 | $452-30.3% | $6,410-95.1% | $188+67.5% |