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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 | $67,091 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $55,000 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER STE 870 · TROY, MI 48084 | Legal | $50,825 |
BENESYS, INC.8 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $50,432 |
TITUS & URBANSKI, INC.7 years Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $26,100 |
MACQUEEN INSURANCE GROUP3 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 | $6,901 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,988 | $105,028+1.9% | $107,187-0.2% | $100,573+6.4% |
| Participation rate | 99.8% | 81.2%+18.6pp | 75.0%+24.8pp | 70.9%+28.9pp |
| Annual return | 18.78% | 10.61%+8.2pp | 204.55%-185.8pp | 18.89%-0.1pp |
| Employer contribution / active EE | $11,168 | $5,641+98.0% | $3,782+195.3% | $3,763+196.8% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $104 | $355-70.8% | $9,162-98.9% | $454-77.2% |