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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 | $52,540 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $50,417 |
BENESYS, INC.7 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $48,419 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER STE 870 · TROY, MI 48084 | Legal | $47,638 |
TITUS & URBANSKI, INC.6 years Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $21,500 |
MACQUEEN INSURANCE GROUP2 years Filed as: MACQUEEN AND ASSOCIATES LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 | Insurance Broker | $10,138 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $6,610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,168 | $241,850-64.0% | $102,437-14.9% | $200,096-56.4% |
| Participation rate | 98.3% | 78.3%+20.0pp | 74.5%+23.8pp | 72.0%+26.3pp |
| Annual return | 12.18% | 17.67%-5.5pp | 24.95%-12.8pp | 34.26%-22.1pp |
| Employer contribution / active EE | $6,094 | $4,253+43.3% | $3,871+57.4% | $3,038+100.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $92 | $288-68.1% | $8,388-98.9% | $269-65.8% |