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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $444,733 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $42,000 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $41,667 |
NOVARA, TESIJA & CATENACCI, PLLC5+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $25,539 |
TITUS & URBANSKI, INC.1 year Service code 10 · EIN 34-1695540 1540 S HOLLAND-SYLVANIA · MAUMEE, OH 43537 | Accounting | $20,700 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, STE350 · NORTHVILLE, MI 48167 | Accounting | $16,008 |
LOCAL 50 BUILDING CORPORATION5+ years Service code 49 · EIN 23-7434215 7570 CAPLE BLVD, STE A · NORTHWOOD, OH 43619 | Other Services | $6,840 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,871 | $66,051-1.8% | $92,916-30.2% | $77,775-16.6% |
| Participation rate | 99.1% | 81.0%+18.1pp | 76.0%+23.1pp | 73.2%+25.9pp |
| Annual return | 21.19% | 20.69%+0.5pp | 109.45%-88.3pp | 32.58%-11.4pp |
| Employer contribution / active EE | $4,305 | $3,426+25.7% | $3,654+17.8% | $2,504+71.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $171 | $148+15.5% | $5,796-97.1% | $100+70.6% |