Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $50,415 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $47,917 |
Filed as: FIDELITY INVESTMENT INSTITUIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $44,726 |
NOVARA, TESIJA & CATENACCI, PLLC8+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $39,548 |
TITUS & URBANSKI, INC.4 years Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $20,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,285 | $76,774-9.8% | $112,270-38.3% | $77,906-11.1% |
| Participation rate | 87.7% | 80.2%+7.5pp | 75.1%+12.6pp | 73.7%+14.0pp |
| Annual return | -17.17% | -10.25%-6.9pp | 27.49%-44.7pp | 12.16%-29.3pp |
| Employer contribution / active EE | $6,007 | $3,977+51.0% | $3,635+65.2% | $2,846+111.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $82 | $239-65.7% | $6,411-98.7% | $133-38.1% |