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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSITUTIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $173,967 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE, STE. 300 · TROY, MI 48098 | Contract Administrator | $43,696 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE STREET, SUITE 3500 · CHICAGO, IL 60601 | Consulting Fees | $40,000 |
NOVARA, TESIJA & CATENACCI, PLLC3+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 2000 TOWN CENTER SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $22,959 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $20,032 |
DAVENPORT & COMPANY LLC1 year Filed as: DAVENPORT, HANF AND COMPANY, LLC Service code 10 · EIN 41-2173670 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $17,500 |
LOCAL 50 BUILDING CORPORATION3+ years Service code 49 · EIN 23-7434215 7570 CAPLE BLVD, SUITE A · NORTHWOOD, OH 436191084 | Other Services | $6,840 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,184-100.0% | $92,240-100.0% | $177,276-100.0% |
| Participation rate | 0.0% | 85.6%-85.6pp | 76.5%-76.5pp | 74.8%-74.8pp |
| Annual return | 18.06% | 15.88%+2.2pp | 176.29%-158.2pp | 21.25%-3.2pp |
| Employer contribution / active EE | $2,250 | $2,985-24.6% | $3,680-38.9% | $2,479-9.3% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $5,194-100.0% | $154-100.0% |