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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: THE MARCO CONSULTING GROUP Service code 15 · EIN 36-3555078 | Recordkeeping | $33,078 |
COMERICA BANK2+ years Filed as: COMERICA Service code 28 · EIN 37-1420293 | Investment Management | $14,022 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $12,548 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $11,250 |
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 | $19,337 | $52,884-63.4% | $84,753-77.2% | $55,167-64.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.18% | 18.03%-9.9pp | 22.78%-14.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,749 | $2,233+67.8% | $3,574+4.9% | $1,963+91.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $87 | $581-84.9% | $5,333-98.4% | $504-82.6% |