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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA TESIJA CATENACCI MCDONALD Service code 29 · EIN 38-3763096 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $54,674 |
Filed as: FIDELITY INVESTMENT INSTITUIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $50,337 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $50,000 |
BENESYS, INC.6 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $42,070 |
TITUS & URBANSKI, INC.5 years Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $21,000 |
MACQUEEN INSURANCE GROUP1 year Filed as: MACQUEEN AND ASSOCIATES LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 | Insurance Broker | $10,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,487 | $88,479-5.6% | $96,543-13.5% | $80,187+4.1% |
| Participation rate | 98.2% | 79.9%+18.3pp | 74.3%+23.9pp | 72.9%+25.3pp |
| Annual return | 17.31% | 22.53%-5.2pp | 35.75%-18.4pp | 40.40%-23.1pp |
| Employer contribution / active EE | $6,301 | $4,177+50.9% | $3,741+68.5% | $2,980+111.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $93 | $211-55.8% | $6,737-98.6% | $145-35.6% |