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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 | $162,718 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $45,000 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $42,000 |
NOVARA, TESIJA & CATENACCI, PLLC6+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $38,788 |
TITUS & URBANSKI, INC.2 years Service code 10 · EIN 34-1695540 1540 S HOLLAND-SYLVANIA · MAUMEE, OH 43537 | Accounting | $15,300 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, STE350 · NORTHVILLE, MI 48167 | Accounting | $9,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,698 | $81,719-9.8% | $101,275-27.2% | $90,274-18.4% |
| Participation rate | 91.5% | 80.7%+10.7pp | 75.8%+15.6pp | 73.4%+18.1pp |
| Annual return | 14.66% | 337.64%-323.0pp | 46.46%-31.8pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,709 | $3,622-25.2% | $3,660-26.0% | $2,523+7.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $111 | $162-31.4% | $5,948-98.1% | $114-2.6% |