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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING GROUP Service code 15 · EIN 36-3555078 | Recordkeeping | $32,464 |
COMERICA BANK1+ years Filed as: COMERICA Service code 28 · EIN 37-1420293 | Investment Management | $12,800 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $12,360 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $10,480 |
GREEN HAINES SGAMBATI CO, LPA1+ years Filed as: GREEN HAINES SGAMBATI CO. L.P.A. Service code 29 · EIN 34-1224415 | Legal | $6,833 |
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 | $19,311 | $50,464-61.7% | $75,784-74.5% | $52,331-63.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.55% | 1.03%-1.6pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,941 | $1,988+148.5% | $3,323+48.7% | $1,882+162.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $97 | $1,103-91.2% | $5,300-98.2% | $592-83.6% |